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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$251K -$1.54K -47 -0.6%
AAM
377
Auxier Asset Management
Oregon
$250K -$4.91K -150 -2%
AP
378
Advisor Partners
California
$249K +$54.4K +1,662 +26%
EWM
379
Evercore Wealth Management
New York
$248K +$2.16K +66 +0.8%
SWM
380
Spire Wealth Management
Virginia
$248K +$266K +8,123 New
SCM
381
SOL Capital Management
Maryland
$240K – – –
FWIA
382
Fort Washington Investment Advisors
Ohio
$238K +$256K +7,814 New
B
383
Bailard
California
$235K +$252K +7,700 New
BFM
384
Boothbay Fund Management
New York
$234K -$380K -11,613 -60%
CI Investments Inc
385
CI Investments Inc
Ontario, Canada
$217K -$119K -3,647 -34%
Twin Tree Management
386
Twin Tree Management
Texas
$216K -$766K -23,406 -77%
RWM
387
Ritholtz Wealth Management
New York
$216K -$234K -7,163 -50%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$214K -$29.5K -901 -11%
ST
389
Smithfield Trust
Pennsylvania
$213K +$43.7K +1,336 +34%
PFO
390
Pathstone Family Office
New Jersey
$211K +$38.6K +1,178 +21%
MIC
391
Meridian Investment Counsel
California
$210K – – –
PP
392
Paloma Partners
Connecticut
$208K +$223K +6,800 New
UCFA
393
United Capital Financial Advisors
Texas
$205K +$20K +612 +10%
PCMC
394
Paragon Capital Management (Colorado)
Colorado
$205K +$219K +6,702 New
CCM
395
Coldstream Capital Management
Washington
$202K +$28K +856 +15%
AWS
396
Atria Wealth Solutions
New York
$201K -$965K -29,499 -82%
CIC
397
Crawford Investment Counsel
Georgia
$201K – – –
HFM
398
Harvest Fund Management
China
$193K – – –
SPIA
399
Steward Partners Investment Advisory
New York
$182K -$35.3K -1,079 -15%
EI
400
Ellevest Inc
New York
$180K +$58.6K +1,792 +44%