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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
576
Krilogy Financial
Missouri
$210K +$209K +1,265 New
EP
577
Essential Partners
California
$207K – – –
BPA
578
Beacon Pointe Advisors
California
$207K -$134K -813 -41%
AWM
579
Apollon Wealth Management
South Carolina
$205K +$191K +1,155 New
NG
580
Northstar Group
New York
$204K +$190K +1,148 New
GRP
581
Global Retirement Partners
California
$203K +$77.1K +467 +69%
MBTD
582
Mechanics Bank - Trust Department
California
$201K +$187K +1,135 New
EWA
583
Emergent Wealth Advisors
New York
$201K +$187K +1,134 New
FCP
584
Fidelis Capital Partners
Florida
$201K +$187K +1,134 New
SFC
585
SYM Financial Corp
Indiana
$201K +$187K +1,134 New
DJSG
586
D.J. St. Germain
Massachusetts
$201K +$66.1K +400 +55%
VA
587
Vident Advisory
Georgia
$201K +$187K +1,132 New
ST
588
Spinnaker Trust
Maine
$200K +$187K +1,130 New
TFA
589
Transamerica Financial Advisors
Florida
$199K +$97.3K +589 +110%
FFA
590
Farther Finance Advisors
California
$168K +$34.5K +209 +28%
ARMT
591
Amica Retiree Medical Trust
Rhode Island
$156K -$33.9K -205 -19%
BTI
592
Blue Trust Inc
Georgia
$146K +$29.6K +179 +28%
GC
593
Globeflex Capital
California
$145K – – –
AIP
594
Ameritas Investment Partners
Nebraska
$144K – – –
CIA
595
Cape Investment Advisory
Georgia
$129K +$2.48K +15 +2%
LI
596
LRI Investments
Florida
$128K -$47.7K -289 -29%
CSPIA
597
Cary Street Partners Investment Advisory
Virginia
$126K +$55.5K +336 +89%
EB
598
Eastern Bank
Massachusetts
$121K +$8.92K +54 +9%
PHK
599
Point72 Hong Kong
Hong Kong
$121K +$113K +683 New
CA
600
Clearstead Advisors
Ohio
$113K -$26.6K -161 -20%
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