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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Securian Asset Management
Minnesota
$360K -$293K -1,759 -44%
WI
502
Wahed Invest
New York
$360K -$15.5K -93 -4%
PA
503
Parallel Advisors
California
$359K -$72.8K -437 -16%
CGH
504
Crossmark Global Holdings
Texas
$355K +$16K +96 +4%
WA
505
Waverly Advisors
Alabama
$353K +$33.3K +200 +10%
AWM
506
Axxcess Wealth Management
California
$352K -$50.8K -305 -12%
CFM
507
Catalyst Funds Management
Australia
$350K -$367K -2,200 -50%
VCM
508
Versant Capital Management
Arizona
$347K -$1K -6 -0.3%
VT
509
Vise Technologies
New York
$346K +$90K +540 +33%
AU
510
AlphaGrep UK
$346K +$362K +2,171 New
OWG
511
Oxford Wealth Group
Florida
$343K +$359K +2,154 New
PWG
512
Portside Wealth Group
Utah
$337K -$61.8K -371 -15%
SC
513
Syon Capital
California
$331K -$833 -5 -0.2%
WSFS
514
Wilmington Savings Fund Society
Delaware
$330K – – –
TCM
515
TruNorth Capital Management
Michigan
$327K +$292K +1,751 +584%
EA
516
Everpar Advisors
Oklahoma
$324K -$164K -984 -33%
SAM
517
Silvercrest Asset Management
New York
$323K – – –
SPC
518
Spirepoint Private Client
Florida
$323K +$86.3K +518 +34%
DM
519
Diversified Management
Wisconsin
$321K +$336K +2,015 New
SPIA
520
Steward Partners Investment Advisory
New York
$319K +$63.7K +382 +24%
AO
521
Advisor OS
Illinois
$318K -$20.2K -121 -6%
PPW
522
Parcion Private Wealth
Washington
$315K -$500 -3 -0.2%
SC
523
Savant Capital
Illinois
$314K +$48K +288 +17%
XT
524
XTX Topco
Cayman Islands
$311K +$114K +682 +54%
LCGC
525
Legacy Capital Group California
California
$299K +$14K +84 +5%
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