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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
601
New England Capital Financial Advisors
Connecticut
$75.8K – – –
HNB
602
Huntington National Bank
Ohio
$73.4K +$3.83K +24 +5%
BTD
603
BankPlus Trust Department
Mississippi
$72.6K – – –
LFG
604
Larson Financial Group
Missouri
$72.6K -$576K -3,609 -88%
AIM
605
Anchor Investment Management
South Carolina
$70.9K – – –
RFA
606
Reyes Financial Architecture
California
$69.4K -$5.1K -32 -6%
PCM
607
Penserra Capital Management
California
$69K +$2.39K +15 +3%
BONH
608
Bank of New Hampshire
New Hampshire
$65.1K – – –
ZBNA
609
Zions Bancorporation, National Association
Utah
$63.9K +$16.1K +101 +30%
BWA
610
Basecamp Wealth Advisors
Washington
$59K – – –
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$56.5K +$12K +75 +24%
SOAM
612
SBI Okasan Asset Management
Japan
$54.4K -$15.3K -96 -20%
OC
613
Oakworth Capital
Alabama
$50.9K +$55.8K +350 New
GFA
614
Gladwyn Financial Advisors
Virginia
$50.6K – – –
KB
615
Kimelman & Baird
New York
$48.4K – – –
LHEI
616
Leo H. Evart Inc
California
$46.9K +$51.5K +323 New
JSAM
617
J. Safra Asset Management
New York
$43.2K – – –
QL
618
Quarry LP
New York
$43K -$34.9K -219 -43%
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$43K -$9.89K -62 -17%
PTC
620
Private Trust Company
Ohio
$42.7K -$15.5K -97 -25%
RFP
621
Root Financial Partners
California
$42.3K +$4.63K +29 +11%
TWD
622
True Wealth Design
Ohio
$41.7K +$957 +6 +2%
TWC
623
TD Waterhouse Canada
Ontario, Canada
$41.7K – – –
CFO
624
CVA Family Office
Colorado
$40.8K +$9.57K +60 +27%
HPBT
625
Hickory Point Bank & Trust
Illinois
$39.7K +$43.5K +273 New
23 24
25
26 27