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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
576
Realta Investment Advisors
Delaware
$3K +$3.5K +100 New
CFA
577
Carroll Financial Associates
North Carolina
$3K +$4.21K +120 New
LWM
578
Liberty Wealth Management
California
$2K -$3.89K -111 -62%
SF
579
Synovus Financial
Georgia
$2K -$1.19K -34 -40%
AIM
580
Arcadia Investment Management
Michigan
$2K – – –
ACS
581
Archford Capital Strategies
Illinois
$2K – – –
FIB
582
First Interstate Bank
Montana
$2K – – –
TFO
583
Tarbox Family Office
California
$2K – – –
VRM
584
Vectors Research Management
New York
$2K – – –
PCG
585
Private Capital Group
Connecticut
$2K +$35 +1 +2%
GWS
586
Glassman Wealth Services
Virginia
$2K +$1.75K +50 New
AIA
587
Alera Investment Advisors
Illinois
$2K +$1.89K +54 New
PMFA
588
Plante Moran Financial Advisors
Michigan
$2K +$2.56K +73 New
MPWT
589
MassMutual Private Wealth & Trust
Connecticut
$1.59K – – –
SWA
590
Sutton Wealth Advisors
Florida
$1.36K – – –
CAPTRUST Financial Advisors
591
CAPTRUST Financial Advisors
North Carolina
$1K -$14.8K -421 -95%
TCM
592
Tradewinds Capital Management
Washington
$1K -$2.21K -63 -68%
LFA
593
Legacy Financial Advisors
Kentucky
$1K -$1.26K -36 -51%
BWM
594
BerganKDV Wealth Management
Minnesota
$1K – – –
CHP
595
Cable Hill Partners
Oregon
$1K – – –
EFSCE
596
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
PWM
597
PRW Wealth Management
Massachusetts
$1K – – –
SBL
598
Sargent Bickham Lagudis
Colorado
$1K – – –
SIS
599
Sound Income Strategies
Florida
$1K – – –
FGAM
600
Financial Gravity Asset Management
Texas
$1K +$526 +15 New