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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
476
Ropes Wealth Advisors
Massachusetts
$10K -$466K -17,891 -98%
AIM
477
AIA Investment Management
Singapore
$10K – – –
CFG
478
Citizens Financial Group
Rhode Island
$9K -$4.72K -181 -34%
SFSIG
479
San Francisco Sentry Investment Group
California
$9K -$417 -16 -5%
PK
480
Pflug Koory
Nebraska
$9K – – –
RFA
481
Reilly Financial Advisors
California
$8K – – –
PFBT
482
Parkside Financial Bank & Trust
Missouri
$8K +$78 +3 +1%
OPS
483
Orion Portfolio Solutions
Nebraska
$8K +$7.77K +298 New
TPWA
484
TRUE Private Wealth Advisors
Oregon
$8K +$7.82K +300 New
BCM
485
Bourgeon Capital Management
Connecticut
$7K -$19.6K -750 -75%
LC
486
Lindbrook Capital
California
$7K -$3.75K -144 -34%
CAM
487
Close Asset Management
United Kingdom
$7K – – –
RIA
488
Realta Investment Advisors
Delaware
$7K +$1.93K +74 +45%
LPWM
489
Lake Point Wealth Management
Texas
$6K +$5.66K +217 New
SLF
490
Sun Life Financial
Ontario, Canada
$5K -$1.72K -66 -28%
ClearBridge Investments
491
ClearBridge Investments
New York
$5K – – –
IF
492
Ironwood Financial
Arizona
$5K – – –
FHA
493
Flagship Harbor Advisors
Massachusetts
$5K +$26 +1 +0.5%
ME
494
McIlrath & Eck
Washington
$5K +$78 +3 +2%
TCWM
495
Total Clarity Wealth Management
Illinois
$5K +$5.21K +200 New
WPA
496
West Paces Advisors
Georgia
$4.32K -$1.15K -44 -22%
VCM
497
Versant Capital Management
Arizona
$4K -$104 -4 -2%
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
TL
499
TrueWealth LLC
Georgia
$4K – – –
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$4K +$3.81K +146 New