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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
Secure Asset Management
Michigan
$704K +$5.16K +36 +0.8%
CD
627
Chapin Davis
Maryland
$702K +$62.2K +434 +10%
FISPB
628
Fideuram - Intesa Sanpaolo Private Banking
$701K +$18.8K +131 +3%
HFM
629
Harvest Fund Management
China
$696K
UWS
630
Unique Wealth Strategies
Illinois
$693K +$169K +1,178 +33%
EWM
631
Empirical Wealth Management
Washington
$690K +$160K +1,118 +31%
BP
632
BNP Paribas
France
$689K -$47.9K -334 -7%
TTIC
633
Tower Trust & Investment Company
Iowa
$682K +$22.6K +158 +4%
FRM
634
Fox Run Management
Connecticut
$677K -$603K -4,209 -48%
CTA
635
Clear Trail Advisors
Texas
$676K +$662K +4,620 New
GS
636
GWN Securities
Florida
$675K +$661K +4,611 New
UWM
637
Urban Wealth Management
California
$654K +$640K +4,468 New
BSG
638
Black Swift Group
Colorado
$651K +$638K +4,450 New
SCS
639
Sound Capital Solutions
Florida
$648K +$635K +4,430 New
CFB
640
Cullen/Frost Bankers
Texas
$644K +$26.7K +186 +4%
ET
641
Entropy Technologies
New York
$643K +$629K +4,393 New
UB
642
Umpqua Bank
Oregon
$642K -$9.74K -68 -2%
GAM
643
Generali Asset Management
Italy
$640K -$947K -6,610 -60%
LA
644
LVW Advisors
New York
$636K -$236K -1,649 -28%
CG
645
Cynosure Group
Utah
$633K +$210K +1,469 +51%
FCG
646
Fielder Capital Group
Tennessee
$630K -$8.6K -60 -1%
AC
647
Avestar Capital
New York
$629K +$22.8K +159 +4%
WA
648
Waddell & Associates
Tennessee
$624K +$29.4K +205 +5%
William Blair & Company
649
William Blair & Company
Illinois
$623K +$27.9K +195 +5%
PA
650
Parallel Advisors
California
$621K +$1.29K +9 +0.2%