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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Parallel Advisors
California
$15K +$6.33K +250 +112%
FMP
402
Financial Management Professionals
Texas
$14K
IBOK
403
Independence Bank of Kentucky
Kentucky
$14K
PB
404
Pinnacle Bancorp
Nebraska
$14K
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$14K +$8.38K +331 +315%
BWM
406
Baystate Wealth Management
Massachusetts
$13K -$25 -1 -0.2%
BFC
407
Bedel Financial Consulting
Indiana
$13K
TIM
408
Tortoise Investment Management
New York
$13K
RWA
409
Ropes Wealth Advisors
Massachusetts
$13K +$836 +33 +9%
FRA
410
Front Row Advisors
California
$12K -$1.22K -48 -11%
CCM
411
Covington Capital Management
California
$12K
SIM
412
Sonora Investment Management
Arizona
$12K
CI
413
CX Institutional
Indiana
$11K -$28.3K -1,118 -77%
QCG
414
Quadrant Capital Group
Ohio
$11K +$937 +37 +12%
MGIM
415
M&G Investment Management
United Kingdom
$10.2K -$901K -35,594 -10%
FHC
416
First Horizon Corporation
Tennessee
$10K +$3.65K +144 +70%
CCA
417
Childress Capital Advisors
Texas
$10K +$8.08K +319 New
CAAS
418
Capital Asset Advisory Services
Michigan
$10K +$8.48K +335 New
RFA
419
Reilly Financial Advisors
California
$9K
AFG
420
Albion Financial Group
Utah
$9K +$7.6K +300 New
TWA
421
TCI Wealth Advisors
Arizona
$7K -$861 -34 -13%
LC
422
Lindbrook Capital
California
$7K
TFO
423
Tarbox Family Office
California
$7K
SWA
424
SOA Wealth Advisors
New York
$7K +$4.81K +190 New
APA
425
American Portfolios Advisors
New York
$6.22K +$1.67K +66 +49%