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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
PBMares Wealth Management
Virginia
$553K
FFM
577
Forum Financial Management
Illinois
$553K -$11.9K -114 -2%
CP
578
Camelot Portfolios
Ohio
$548K -$14.1K -135 -3%
BRWM
579
Blue Rock Wealth Management
North Carolina
$548K
MAS
580
Meeder Advisory Services
Ohio
$539K +$81.2K +776 +19%
BPA
581
Beacon Pointe Advisors
California
$536K +$10.6K +101 +2%
GCP
582
GSA Capital Partners
United Kingdom
$528K +$209K +1,997 +75%
FCG
583
Fielder Capital Group
Tennessee
$525K +$6.91K +66 +1%
DCM
584
DGS Capital Management
New Jersey
$524K +$71.9K +687 +17%
AWM
585
Apollon Wealth Management
South Carolina
$524K -$21.1K -202 -4%
FSC
586
Full Sail Capital
Oklahoma
$523K +$212K +2,026 +78%
JWM
587
Jackson Wealth Management
Florida
$523K +$484K +4,623 New
VCM
588
Voleon Capital Management
California
$519K +$480K +4,584 New
WA
589
Waverly Advisors
Alabama
$517K +$203K +1,941 +74%
WA
590
Waddell & Associates
Tennessee
$517K +$140K +1,334 +41%
KCP
591
Kera Capital Partners
California
$512K +$210K +2,006 +80%
WPC
592
Wedmont Private Capital
Pennsylvania
$502K +$14.5K +139 +3%
ICP
593
Interchange Capital Partners
Pennsylvania
$499K +$461K +4,409 New
SW
594
Simplicity Wealth
New Jersey
$491K +$121K +1,161 +37%
William Blair & Company
595
William Blair & Company
Illinois
$491K -$36.8K -352 -8%
Fuller & Thaler Asset Management
596
Fuller & Thaler Asset Management
California
$490K -$162K -1,548 -26%
JWS
597
Juncture Wealth Strategies
Arizona
$486K -$387K -3,699 -46%
KFA
598
Krane Funds Advisors
New York
$485K +$436K +4,167 New
OAM
599
Ostrum Asset Management
France
$478K +$442K +4,223 New
KRW
600
Kaufman Rossin Wealth
Florida
$476K +$35.8K +342 +9%