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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
476
Axa
France
$693K
SCM
477
SOL Capital Management
Maryland
$692K
AG
478
Ascent Group
Virginia
$687K +$334K +4,410 +129%
LWAM
479
Legacy Wealth Asset Management
Minnesota
$685K +$89.1K +1,176 +18%
FDP
480
Financiere des Professionnels
Quebec, Canada
$680K +$587K +7,747 New
CL
481
CSS LLC
Illinois
$672K -$43.9K -580 -7%
AFG
482
Atomi Financial Group
New York
$663K +$22.9K +302 +4%
CPIG
483
Chicago Partners Investment Group
Illinois
$661K +$118K +1,562 +35%
CCM
484
Coldstream Capital Management
Washington
$659K -$69.2K -914 -11%
HWM
485
HB Wealth Management
Georgia
$648K -$175K -2,317 -24%
Bessemer Group
486
Bessemer Group
New Jersey
$643K +$330K +4,352 +146%
CPA
487
Capital Performance Advisors
California
$641K +$8.79K +116 +2%
CI
488
CX Institutional
Indiana
$639K +$42.1K +556 +8%
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$630K +$544K +7,177 New
CIM
490
Contravisory Investment Management
Massachusetts
$624K -$1.82K -24 -0.3%
PAMS
491
Pinpoint Asset Management (Singapore)
$619K +$534K +7,051 New
1IA
492
1620 Investment Advisors
Massachusetts
$613K +$11.4K +150 +2%
Envestnet Portfolio Solutions
493
Envestnet Portfolio Solutions
Illinois
$610K -$33.2K -438 -6%
JCM
494
Jacobi Capital Management
Pennsylvania
$607K -$48.9K -646 -9%
SCP
495
Sivia Capital Partners
California
$602K +$520K +6,860 New
MIC
496
Meridian Investment Counsel
California
$598K
BAM
497
Belpointe Asset Management
Nevada
$592K +$511K +6,743 New
BA
498
Bridgewater Advisors
New York
$591K +$2.42K +32 +0.6%
NFG
499
Nations Financial Group
Iowa
$591K +$23.1K +305 +5%
MG
500
Mather Group
Illinois
$589K +$52.3K +691 +11%