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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
776
Creative Financial Designs
Indiana
$1.6K – – –
WPA
777
Wealth Preservation Advisors
Tennessee
$1.59K – – –
DWM
778
Dogwood Wealth Management
Kansas
$1.59K +$167 +1 +11%
DF
779
Dunhill Financial
United Kingdom
$1.59K +$500 +3 +43%
KG
780
Kilter Group
New York
$1.43K +$167 +1 +13%
PMAM
781
Picton Mahoney Asset Management
Ontario, Canada
$1.27K -$1.88M -11,294 -100%
CRI
782
Commonwealth Retirement Investments
Virginia
$1.27K +$1.33K +8 New
CWP
783
Clark Wealth Partners
Illinois
$1.11K – – –
HIA
784
HFM Investment Advisors
New Jersey
$1.11K – – –
GSWM
785
Golden State Wealth Management
California
$1.11K +$1.17K +7 New
LWANC
786
Laurel Wealth Advisors (North Carolina)
North Carolina
$956 +$1K +6 New
ACA
787
Atlas Capital Advisors
Wyoming
$955 +$1K +6 New
VWA
788
Valued Wealth Advisors
Utah
$797 – – –
UFF
789
USA Financial Formulas
Michigan
$796 -$792K -4,754 -100%
RWM
790
Raffa Wealth Management
District of Columbia
$796 – – –
SFCL
791
Strengthening Families & Communities LLC
Massachusetts
$796 – – –
HFS
792
Hughes Financial Services
Virginia
$637 – – –
WA
793
WPG Advisers
Maryland
$637 – – –
SA
794
Seneschal Advisors
Washington
$478 – – –
QA
795
Quattro Advisors
Pennsylvania
$319 +$333 +2 New
LSA
796
Leonteq Securities AG
Switzerland
$318 +$333 +2 New
SWM
797
SHP Wealth Management
Massachusetts
$318 +$333 +2 New
PWA
798
Physician Wealth Advisors
Utah
$160 -$333 -2 -67%
CIAM
799
Caitong International Asset Management
Hong Kong
$159 -$33.8K -203 -100%
OP
800
ORG Partners
Indiana
$159 -$167 -1 -50%
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