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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
CoreCap Advisors
Michigan
$2.61K -$129 -1 -5%
SS
652
Sunbelt Securities
Texas
$2.61K – – –
SL
653
Salomon & Ludwin
Virginia
$2.35K – – –
WA
654
WPG Advisers
Maryland
$2.22K -$1.42K -11 -39%
SIC
655
SJS Investment Consulting
Ohio
$2.22K +$129 +1 +6%
DPW
656
DiNuzzo Private Wealth
Pennsylvania
$2.09K +$259 +2 +14%
GKIM
657
GW&K Investment Management
Massachusetts
$2K -$129 -1 -8%
CMP
658
Coston McIsaac & Partners
Maine
$2K – – –
BCMLT
659
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.96K – – –
JFA
660
JNBA Financial Advisors
Minnesota
$1.96K – – –
BIA
661
Bell Investment Advisors
California
$1.83K -$777 -6 -30%
BBPWM
662
Blue Bell Private Wealth Management
Pennsylvania
$1.57K – – –
PWA
663
Provenance Wealth Advisors
Florida
$1.57K – – –
AFG
664
Albion Financial Group
Utah
$1.44K – – –
WPA
665
Wealth Preservation Advisors
Tennessee
$1.3K +$1.29K +10 New
HFS
666
Hughes Financial Services
Virginia
$1.05K +$1.03K +8 New
RIL
667
Rothschild Investment LLC
Illinois
$1.04K – – –
PMAM
668
Picton Mahoney Asset Management
Ontario, Canada
$1K -$248K -1,915 -100%
TFA
669
Transamerica Financial Advisors
Florida
$1K -$57.5K -444 -100%
GSWM
670
Golden State Wealth Management
California
$913 – – –
LWANC
671
Laurel Wealth Advisors (North Carolina)
North Carolina
$783 – – –
WA
672
Whipplewood Advisors
Colorado
$783 +$906 +7 +117%
ACA
673
Atlas Capital Advisors
Wyoming
$782 – – –
CPG
674
Cornerstone Planning Group
New Jersey
$759 +$259 +2 +50%
VWA
675
Valued Wealth Advisors
Utah
$653 – – –
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