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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Confluence Wealth Management
Oregon
$737K +$739K +14,843 New
WDA
427
Wendell David Associates
New Hampshire
$729K -$276K -5,535 -28%
Cambridge Investment Research Advisors
428
Cambridge Investment Research Advisors
Iowa
$728K +$193K +3,886 +36%
CICI
429
Capital Investment Counsel Inc
North Carolina
$718K +$299K +6,000 +71%
WB
430
Webster Bank
Connecticut
$693K -$439K -8,812 -39%
BHWM
431
Bar Harbor Wealth Management
New Hampshire
$690K +$38.7K +778 +6%
CC
432
Cipher Capital
New York
$690K +$691K +13,886 New
VW
433
Vantage Wealth
California
$689K -$74.7K -1,500 -10%
Creative Planning
434
Creative Planning
Kansas
$682K -$224K -4,496 -25%
G
435
GlobalBridge
Minnesota
$678K +$6.17K +124 +0.9%
SAM
436
Silvercrest Asset Management
New York
$677K – – –
LWM
437
Lyons Wealth Management
Florida
$672K +$192K +3,866 +40%
QT
438
Quantbot Technologies
New York
$671K +$674K +13,532 New
AIM
439
abrdn Investment Management
United Kingdom
$610K -$2.29K -46 -0.4%
Natixis Advisors
440
Natixis Advisors
Massachusetts
$610K +$79.7K +1,601 +15%
V
441
Veritable
Delaware
$594K +$62.1K +1,247 +12%
BBHC
442
Brown Brothers Harriman & Co
New York
$584K -$810K -16,276 -58%
CHC
443
City Holding Co
West Virginia
$583K +$48.5K +975 +9%
AC
444
Addenda Capital
Quebec, Canada
$579K +$233K +4,690 +65%
SC
445
Schulhoff & Co
Ohio
$570K +$47.8K +961 +9%
NB
446
Norinchukin Bank
Japan
$570K +$50.3K +1,010 +10%
CCM
447
Covington Capital Management
California
$566K – – –
AAM
448
Advisors Asset Management
Colorado
$550K +$89.6K +1,799 +19%
TIM
449
Thompson Investment Management
Wisconsin
$549K +$26.1K +525 +5%
JIM
450
Jensen Investment Management
Oregon
$540K +$66.7K +1,340 +14%