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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
LA
576
LVW Advisors
New York
$846K +$850K +5,995 New
3IP
577
3Chopt Investment Partners
Virginia
$844K +$134K +943 +19%
AAM
578
Auxier Asset Management
Oregon
$839K – – –
1IA
579
1620 Investment Advisors
Massachusetts
$836K -$7.94K -56 -0.9%
AWM
580
Axxcess Wealth Management
California
$835K +$403K +2,842 +92%
SWP
581
Sagespring Wealth Partners
Tennessee
$833K +$107K +753 +15%
CFG
582
Clayton Financial Group
Missouri
$831K – – –
AAM
583
Azzad Asset Management
Virginia
$830K – – –
CIM
584
Cambria Investment Management
California
$829K -$80.4K -567 -9%
GT
585
Greenleaf Trust
Michigan
$826K +$29.6K +209 +4%
QCG
586
Quadrant Capital Group
Ohio
$823K +$30.8K +217 +4%
DWM
587
Diversify Wealth Management
Utah
$818K +$819K +5,777 New
TE
588
Tema ETFs
New York
$817K +$3.97K +28 +0.5%
AssetMark Inc
589
AssetMark Inc
California
$813K +$4.96K +35 +0.6%
GGHC
590
Gilder Gagnon Howe & Co
New York
$811K -$317K -2,237 -28%
XWL
591
XXI Wealth LLC
Illinois
$805K +$220K +1,555 +37%
PGFC
592
Peapack-Gladstone Financial Corp
New Jersey
$802K – – –
CG
593
Curat Global
New Hampshire
$802K -$14.2K -100 -2%
JCM
594
Jacobi Capital Management
Pennsylvania
$798K -$73K -515 -8%
CSA
595
Cornerstone Select Advisors
Missouri
$796K -$218K -1,535 -21%
DMBA
596
Deseret Mutual Benefit Administrators
Utah
$792K +$441K +3,108 +124%
MSA
597
MUFG Securities Americas
New York
$790K +$12.6K +89 +2%
CF
598
Convergence Financial
Missouri
$787K +$382K +2,692 +93%
DO
599
denkapparat Operations
Germany
$786K – – –
OAM
600
Ostrum Asset Management
France
$786K +$458K +3,228 +138%