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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
W
376
Wealthfront
California
$545K +$211K +5,128 +71%
PWMAG
377
Pinnacle Wealth Management Advisory Group
New Jersey
$541K – – –
VIA
378
Vident Investment Advisory
Georgia
$537K +$500K +12,136 New
LCM
379
Lee Capital Management
New York
$531K +$495K +12,000 New
CB
380
Commerce Bank
Missouri
$525K -$352K -8,550 -42%
TTWM
381
TCV Trust & Wealth Management
Virginia
$525K -$17.9K -435 -4%
WS
382
Wedbush Securities
California
$523K +$237K +5,756 +95%
Thrivent Financial for Lutherans
383
Thrivent Financial for Lutherans
Minnesota
$511K +$11.1K +270 +2%
BAM
384
Belpointe Asset Management
Nevada
$502K +$468K +11,347 New
LMGAM
385
Liberty Mutual Group Asset Management
Massachusetts
$498K -$4.99K -121 -1%
OI
386
Oakbrook Investments
Illinois
$496K -$505K -12,240 -52%
EP
387
Elkfork Partners
Oregon
$494K +$461K +11,172 New
RA
388
Rational Advisors
New York
$494K +$461K +11,176 New
BHWM
389
Bar Harbor Wealth Management
New Hampshire
$485K -$80.7K -1,958 -15%
LIA
390
LS Investment Advisors
Michigan
$481K +$3.92K +95 +0.9%
OPWM
391
Oak Point Wealth Management
Michigan
$469K +$430K +10,442 New
CL
392
Choreo LLC
Illinois
$465K +$430K +10,425 New
CI
393
Cigna Investments
Connecticut
$462K -$12.4K -300 -3%
EF
394
Exeter Financial
Arizona
$457K +$426K +10,325 New
EWM
395
Evercore Wealth Management
New York
$456K +$48.4K +1,173 +13%
PAM
396
Paradigm Asset Management
New York
$456K -$627K -15,200 -60%
RCM
397
Riverhead Capital Management
Delaware
$455K -$379K -9,201 -47%
AMI
398
Amica Mutual Insurance
Rhode Island
$451K -$449K -10,889 -52%
BTS
399
BB&T Securities
Virginia
$447K +$184K +4,463 +79%
BOTW
400
Bank of the West
California
$441K +$412K +9,985 New