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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
601
Huntington National Bank
Ohio
$73.4K +$3.83K +24 +5%
BTD
602
BankPlus Trust Department
Mississippi
$72.6K – – –
LFG
603
Larson Financial Group
Missouri
$72.6K -$576K -3,609 -88%
AIM
604
Anchor Investment Management
South Carolina
$70.9K – – –
RFA
605
Reyes Financial Architecture
California
$69.4K -$5.1K -32 -6%
PCM
606
Penserra Capital Management
California
$69K +$2.39K +15 +3%
BONH
607
Bank of New Hampshire
New Hampshire
$65.1K – – –
ZBNA
608
Zions Bancorporation, National Association
Utah
$63.9K +$16.1K +101 +30%
BWA
609
Basecamp Wealth Advisors
Washington
$59K – – –
PWPS
610
Pinnacle Wealth Planning Services
Ohio
$56.5K +$12K +75 +24%
SOAM
611
SBI Okasan Asset Management
Japan
$54.4K -$15.3K -96 -20%
OC
612
Oakworth Capital
Alabama
$50.9K +$55.8K +350 New
GFA
613
Gladwyn Financial Advisors
Virginia
$50.6K – – –
KB
614
Kimelman & Baird
New York
$48.4K – – –
LHEI
615
Leo H. Evart Inc
California
$46.9K +$51.5K +323 New
JSAM
616
J. Safra Asset Management
New York
$43.2K – – –
QL
617
Quarry LP
New York
$43K -$34.9K -219 -43%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$43K -$9.89K -62 -17%
PTC
619
Private Trust Company
Ohio
$42.7K -$15.5K -97 -25%
RFP
620
Root Financial Partners
California
$42.3K +$4.63K +29 +11%
TWD
621
True Wealth Design
Ohio
$41.7K +$957 +6 +2%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$41.7K – – –
CFO
623
CVA Family Office
Colorado
$40.8K +$9.57K +60 +27%
HPBT
624
Hickory Point Bank & Trust
Illinois
$39.7K +$43.5K +273 New
MWA
625
Medallion Wealth Advisors
Connecticut
$36.3K – – –
23 24
25
26 27