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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
701
JPL Wealth Management
Colorado
$6.03K +$5.62K +34 New
FWA
702
Flagship Wealth Advisors
Massachusetts
$5.85K – – –
BGAI
703
Bruce G. Allen Investments
Colorado
$5.67K – – –
KFI
704
Key Financial Inc
Pennsylvania
$5.13K +$4.79K +29 New
SIC
705
Salem Investment Counselors
North Carolina
$4.97K – – –
S
706
Sachetta
Massachusetts
$4.61K – – –
WA
707
Westfuller Advisors
New York
$4.26K +$3.96K +24 New
BFS
708
Bare Financial Services
Pennsylvania
$4.26K – – –
SS
709
Sunbelt Securities
Texas
$4.26K +$661 +4 +20%
BBPWM
710
Blue Bell Private Wealth Management
Pennsylvania
$4.26K +$1.98K +12 +100%
HFM
711
Harvest Fund Management
China
$4K +$2.31K +14 +200%
NC
712
North Capital
Utah
$3.9K +$165 +1 +5%
AWM
713
Abound Wealth Management
Tennessee
$3.73K – – –
ADL
714
Asset Dedication LLC
California
$3.73K +$3.47K +21 New
MCM
715
MV Capital Management
Maryland
$3.55K – – –
FNWA
716
Financial Network Wealth Advisors
Utah
$3.37K – – –
PAM
717
Palisade Asset Management
Minnesota
$3.19K +$2.97K +18 New
AWM
718
Activest Wealth Management
Florida
$3.19K -$114K -693 -97%
HHMI
719
Howard Hughes Medical Institute
Maryland
$3.19K – – –
CMP
720
Coston McIsaac & Partners
Maine
$3K – – –
BIA
721
Bell Investment Advisors
California
$2.48K – – –
RIL
722
Rothschild Investment LLC
Illinois
$2.48K +$991 +6 +75%
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$2.38K – – –
AP
724
Aspect Partners
Virginia
$2.31K +$1.49K +9 +225%
HHGA
725
Halbert Hargrove Global Advisors
California
$2.13K +$1.98K +12 New
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