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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WETS
701
Wealth Enhancement Trust Services
South Dakota
$4.5K +$4.94K +31 New
SWM
702
Spire Wealth Management
Virginia
$4.36K -$20.3K -127 -81%
UB
703
UMB Bank
Missouri
$4.36K -$9.25K -58 -66%
KFI
704
Key Financial Inc
Pennsylvania
$4.21K – – –
OCWP
705
Owl Creek Wealth Partners
Colorado
$4.07K +$4.46K +28 New
SIC
706
Salem Investment Counselors
North Carolina
$4.07K +$4.46K +28 New
S
707
Sachetta
Massachusetts
$3.78K – – –
PIP
708
Philadelphia Investment Partners
New Jersey
$3.78K +$4.15K +26 New
SIM
709
Synergy Investment Management
Florida
$3.78K +$4.15K +26 New
GLF
710
Groupe la Francaise
France
$3.68K +$4.78K +30 New
BFS
711
Bare Financial Services
Pennsylvania
$3.49K – – –
BBPWM
712
Blue Bell Private Wealth Management
Pennsylvania
$3.49K – – –
BIA
713
Bell Investment Advisors
California
$3.2K – – –
MCM
714
MV Capital Management
Maryland
$3.2K +$319 +2 +10%
SIC
715
SJS Investment Consulting
Ohio
$3.2K +$478 +3 +16%
AWM
716
Abound Wealth Management
Tennessee
$3.05K – – –
ADL
717
Asset Dedication LLC
California
$3.05K – – –
CAL
718
Capital Analysts LLC
Pennsylvania
$3K +$3.19K +20 New
FNWA
719
Financial Network Wealth Advisors
Utah
$2.76K – – –
HHCP
720
Hilton Head Capital Partners
South Carolina
$2.62K – – –
MNA
721
Manning & Napier Advisors
New York
$2.57K -$4.31K -27 -60%
KG
722
Kilter Group
New York
$2.47K +$1.28K +8 +89%
RIL
723
Rothschild Investment LLC
Illinois
$2.18K -$3.83K -24 -62%
BHWM
724
Bay Harbor Wealth Management
Maryland
$2.18K +$478 +3 +25%
DPW
725
DiNuzzo Private Wealth
Pennsylvania
$2.04K – – –
27 28
29
30 31