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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
526
SOA Wealth Advisors
New York
$5K +$1.09K +8 +24%
POIA
527
Pin Oak Investment Advisors
Texas
$4K -$24.6K -180 -85%
AWM
528
Avior Wealth Management
Nebraska
$4K – – –
AWM
529
Accel Wealth Management
Iowa
$4K +$137 +1 +4%
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$4K +$4.1K +30 New
GEA
531
Glen Eagle Advisors
New Jersey
$3.48K – – –
SWA
532
Sutton Wealth Advisors
Florida
$3.48K – – –
CFA
533
Carroll Financial Associates
North Carolina
$3K -$3.96K -29 -51%
APWA
534
Atlas Private Wealth Advisors
New Jersey
$3K – – –
COCM
535
Charter Oak Capital Management
New Hampshire
$3K – – –
CFN
536
Cordasco Financial Network
Florida
$3K – – –
SFSIG
537
San Francisco Sentry Investment Group
California
$3K – – –
TJHA
538
Thomas J. Herzfeld Advisors
Florida
$3K – – –
SSB
539
Sandy Spring Bank
Maryland
$3K +$3.28K +24 New
RWM
540
Raffa Wealth Management
District of Columbia
$2.37K -$10.4K -76 -82%
CA
541
Clearstead Advisors
Ohio
$2K -$8.75K -64 -84%
CA
542
Crewe Advisors
Utah
$2K – – –
EFSCE
543
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
MSFP
544
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
PP
545
Pacifica Partners
Canada
$2K +$2.05K +15 New
BU
546
BBVA USA
Alabama
$2K +$2.32K +17 New
CCM
547
Covington Capital Management
California
$1K – – –
HIA
548
Harbor Investment Advisory
Maryland
$1K – – –
SL
549
Savior LLC
Massachusetts
$1K – – –
TFM
550
TFC Financial Management
Massachusetts
$1K – – –
20 21
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