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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
626
Trust Company of Toledo
Ohio
$53.2K +$49.5K +300 New
JSAM
627
J. Safra Asset Management
New York
$52.7K – – –
TWC
628
TD Waterhouse Canada
Ontario, Canada
$51.1K – – –
TWD
629
True Wealth Design
Ohio
$50.1K +$661 +4 +1%
HBW
630
Hazlett, Burt & Watson
West Virginia
$48K – – –
PE
631
Point72 Europe
United Kingdom
$47.4K +$44.1K +267 New
MWA
632
Medallion Wealth Advisors
Connecticut
$44.3K – – –
FMP
633
Financial Management Professionals
Texas
$42.7K – – –
OL
634
OneFund LLC
Florida
$42.7K +$1.49K +9 +4%
RFP
635
Root Financial Partners
California
$42.4K +$39.5K +239 New
SIM
636
Sentry Investment Management
Wisconsin
$42K -$3.47K -21 -8%
SWM
637
Spire Wealth Management
Virginia
$41.5K -$165 -1 -0.4%
SIS
638
Sound Income Strategies
Florida
$40.5K +$1.65K +10 +5%
CFO
639
CVA Family Office
Colorado
$39.2K – – –
PFBT
640
Parkside Financial Bank & Trust
Missouri
$39K +$165 +1 +0.5%
MEG
641
Millstone Evans Group
Colorado
$37.4K – – –
NSIM
642
North Star Investment Management
Illinois
$37.1K – – –
CIAM
643
Caitong International Asset Management
Hong Kong
$36.2K +$33.7K +204 New
HDIM
644
Hanson & Doremus Investment Management
Vermont
$35K – – –
LCM
645
Logan Capital Management
Pennsylvania
$29.4K – – –
AUB
646
Atlantic Union Bankshares
Virginia
$29.4K +$27.4K +166 New
CH
647
Cromwell Holdings
Wyoming
$27K – – –
SSG
648
Summit Securities Group
New York
$26.2K +$14.9K +90 +155%
HFS
649
Hantz Financial Services
Michigan
$26K +$13.4K +81 +121%
FHC
650
First Horizon Corporation
Tennessee
$25.7K +$23.9K +145 New
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