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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
526
Advisornet Financial
Minnesota
$3.12K +$1.42K +13 +100%
BWM
527
Baystate Wealth Management
Massachusetts
$2.77K – – –
SIC
528
SJS Investment Consulting
Ohio
$2.16K +$218 +2 +13%
MCM
529
MV Capital Management
Maryland
$2.04K +$546 +5 +42%
RWM
530
Raffa Wealth Management
District of Columbia
$2.04K – – –
CMP
531
Coston McIsaac & Partners
Maine
$2K – – –
BG
532
Bollard Group
Massachusetts
$2K +$2.18K +20 New
DI
533
Disciplined Investments
Oklahoma
$1.92K – – –
FCAG
534
First Capital Advisors Group
New Jersey
$1.92K +$1.75K +16 New
GWM
535
Geneos Wealth Management
Colorado
$1.8K +$1.64K +15 New
CA
536
Crewe Advisors
Utah
$1.44K -$8.19K -75 -86%
BBPWM
537
Blue Bell Private Wealth Management
Pennsylvania
$1.44K – – –
RFG
538
RFP Financial Group
Georgia
$1.44K – – –
BIA
539
Bell Investment Advisors
California
$1.32K +$546 +5 +83%
ZB
540
Zions Bancorporation
Utah
$1.32K -$109 -1 -8%
BAAM
541
Baker Avenue Asset Management
California
$1.08K – – –
SIA
542
SkyView Investment Advisors
New Jersey
$1K +$327 +3 +100%
GKIM
543
GW&K Investment Management
Massachusetts
$1K +$982 +9 New
SWA
544
Sutton Wealth Advisors
Florida
$960 -$764 -7 -47%
TFM
545
TFC Financial Management
Massachusetts
$841 +$109 +1 +17%
ACA
546
Atlas Capital Advisors
Wyoming
$720 – – –
FBC
547
Fairfield, Bush & Co
Connecticut
$720 +$655 +6 New
CWC
548
Carolinas Wealth Consulting
North Carolina
$466 – – –
TWD
549
True Wealth Design
Ohio
$361 – – –
TWP
550
TFO Wealth Partners
Ohio
$360 – – –
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