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Tapestry
TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
Spire Wealth Management
Virginia
$19.8K +$16.5K +396 +600%
PB
527
Pinnacle Bancorp
Nebraska
$19.3K – – –
MAM
528
Meeder Asset Management
Ohio
$18.6K -$71.9K -1,720 -80%
TIM
529
Tortoise Investment Management
New York
$18.4K – – –
TWC
530
TD Waterhouse Canada
Ontario, Canada
$18K – – –
VNA
531
Valley National Advisers
Pennsylvania
$18K +$209 +5 +1%
IC
532
Innealta Capital
Texas
$16.9K +$16.5K +394 New
CB
533
CNB Bank
Pennsylvania
$16.5K – – –
HFS
534
Hantz Financial Services
Michigan
$16K +$125 +3 +0.8%
CFFP
535
Center for Financial Planning
Michigan
$15.2K – – –
RCM
536
Raleigh Capital Management
North Carolina
$14.9K +$7.15K +171 +97%
MCM
537
MV Capital Management
Maryland
$14.8K +$1.38K +33 +11%
CFD
538
Creative Financial Designs
Indiana
$14.7K -$1.29K -31 -8%
VWM
539
Venturi Wealth Management
Texas
$14.7K +$1.55K +37 +12%
PP
540
PFS Partners
New Jersey
$13.6K – – –
ATPW
541
Ashton Thomas Private Wealth
Arizona
$13.5K +$13.2K +315 New
WT
542
Whittier Trust
California
$13.3K +$13K +312 New
APC
543
Aspire Private Capital
North Carolina
$13K -$4.97K -119 -28%
CWP
544
Concord Wealth Partners
Virginia
$12.9K +$125 +3 +1%
CL
545
CSS LLC
Illinois
$12.8K +$12.5K +300 New
FLPIM
546
F.L. Putnam Investment Management
Massachusetts
$12.1K +$11.8K +283 New
SJIM
547
St. Johns Investment Management
Florida
$11.8K – – –
IWA
548
IBEX Wealth Advisors
New Jersey
$11.4K -$562K -13,443 -98%
TFF
549
The Family Firm
Maryland
$10.7K +$10.5K +251 New
CTC
550
Central Trust Company
Missouri
$10.7K +$1.88K +45 +22%
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