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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
301
Outlook Wealth Advisors
Texas
$467K +$16.8K +512 +3%
JC
302
JB Capital
Connecticut
$465K +$34.5K +1,054 +7%
MLICM
303
Metropolitan Life Insurance Company (MetLife)
New York
$463K -$36.9K -1,126 -7%
NMERB
304
New Mexico Educational Retirement Board
New Mexico
$447K -$22.9K -700 -5%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$446K +$141K +4,309 +42%
UIA
306
UBP Investment Advisors
Switzerland
$440K +$469K +14,333 New
APC
307
Aspire Private Capital
North Carolina
$439K +$195K +5,964 +71%
Mariner
308
Mariner
Kansas
$433K +$32.5K +993 +8%
ACM
309
AlphaCrest Capital Management
New York
$427K +$204K +6,241 +80%
TSS
310
Two Sigma Securities
New York
$427K +$225K +6,883 +97%
LAM
311
Lingohr Asset Management
Germany
$421K
IC
312
Intersect Capital
California
$418K -$180K -5,505 -29%
GT
313
Greenleaf Trust
Michigan
$417K +$152K +4,631 +51%
PCS
314
Personal CFO Solutions
New Jersey
$416K -$138K -4,219 -24%
PGFC
315
Peapack-Gladstone Financial Corp
New Jersey
$416K +$24.7K +755 +6%
AWM
316
Avior Wealth Management
Nebraska
$414K -$68.6K -2,097 -13%
Wellington Management Group
317
Wellington Management Group
Massachusetts
$407K +$194K +5,931 +80%
TI
318
Tidal Investments
Wisconsin
$401K +$101K +3,073 +31%
UAS
319
United Asset Strategies
New York
$399K +$49K +1,498 +13%
JF
320
Jump Financial
Illinois
$396K +$425K +12,985 New
XT
321
XTX Topco
Cayman Islands
$395K -$90.7K -2,770 -18%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$394K +$168K +5,124 +66%
TH
323
TCTC Holdings
Texas
$391K -$75.3K -2,300 -15%
GC
324
Guggenheim Capital
Illinois
$388K -$1.16M -35,577 -74%
Federated Hermes
325
Federated Hermes
Pennsylvania
$385K -$202K -6,181 -33%