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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
426
Benedict Financial Advisors
Georgia
$266K -$4.59K -131 -2%
FAAS
427
First Allied Advisory Services
California
$264K +$5.75K +164 +2%
HR
428
Hayden Royal
North Carolina
$259K +$276K +7,882 New
PWMAG
429
Pinnacle Wealth Management Advisory Group
New Jersey
$258K +$10.5K +300 +4%
FCH
430
Freestone Capital Holdings
Washington
$254K -$269K -7,672 -50%
MAM
431
Morse Asset Management
Connecticut
$249K -$189K -5,400 -41%
BHWM
432
Bar Harbor Wealth Management
New Hampshire
$244K -$36.6K -1,044 -12%
Jones Financial Companies
433
Jones Financial Companies
Missouri
$243K -$43.7K -1,248 -14%
DILIC
434
Dai-ichi Life Insurance Company
Japan
$243K – – –
SGI
435
Summit Global Investments
Utah
$241K -$4.14M -118,257 -94%
FWIA
436
Fort Washington Investment Advisors
Ohio
$239K – – –
MIC
437
Meridian Investment Counsel
California
$236K – – –
Nuveen
438
Nuveen
North Carolina
$232K – – –
Los Angeles Capital Management
439
Los Angeles Capital Management
California
$230K -$186K -5,310 -43%
IUHSA
440
Itau Unibanco Holding S.A.
Brazil
$230K – – –
FI
441
FormulaFolio Investments
Michigan
$228K +$246K +7,022 New
PP
442
PagnatoKarp Partners
Virginia
$225K +$240K +6,852 New
PTC
443
Petrus Trust Company
Texas
$222K -$37.3K -1,064 -13%
EF
444
Exeter Financial
Arizona
$211K – – –
PAG
445
Private Advisor Group
New Jersey
$209K +$12.7K +362 +6%
ZCA
446
Zeke Capital Advisors
Pennsylvania
$208K +$224K +6,396 New
MC
447
Montag & Caldwell
Georgia
$207K -$120K -3,425 -35%
SNT
448
Security National Trust
West Virginia
$207K – – –
B
449
Barings
North Carolina
$205K – – –
ICM
450
Intrepid Capital Management
Florida
$205K – – –