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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
Waddell & Associates
Tennessee
$284K +$245K +3,233 New
EFS
627
Essex Financial Services
Connecticut
$282K +$4.17K +55 +2%
MCA
628
Martin Capital Advisors
Texas
$282K
HNB
629
Huntington National Bank
Ohio
$282K -$2.8K -37 -1%
CNBOF
630
City National Bank of Florida
Florida
$279K +$241K +3,181 New
SW
631
Simplicity Wealth
New Jersey
$279K +$241K +3,177 New
AFW
632
Avantra Family Wealth
Pennsylvania
$275K -$209K -2,756 -47%
Baird Financial Group
633
Baird Financial Group
Wisconsin
$274K -$314K -4,151 -57%
AWM
634
Axxcess Wealth Management
California
$272K -$56.4K -745 -19%
FFA
635
Farther Finance Advisors
California
$272K -$462K -6,105 -66%
FB
636
Fulton Bank
Pennsylvania
$270K -$76.3K -1,007 -25%
FA
637
FDx Advisors
Illinois
$267K
KPWS
638
Kestra Private Wealth Services
Texas
$265K -$9.01K -119 -4%
BRWA
639
B. Riley Wealth Advisors
Florida
$265K +$228K +3,014 New
LTAS
640
Linden Thomas Advisory Services
North Carolina
$262K -$126K -1,660 -36%
AC
641
Avestar Capital
New York
$259K +$223K +2,950 New
GM
642
GeoWealth Management
Illinois
$259K +$25.3K +334 +13%
MFG
643
Magnus Financial Group
New York
$257K +$909 +12 +0.4%
CFG
644
Citizens Financial Group
Rhode Island
$256K +$221K +2,917 New
TCOT
645
Trust Company of Toledo
Ohio
$252K +$217K +2,869 New
BMCM
646
Bryn Mawr Capital Management
Pennsylvania
$251K -$909 -12 -0.4%
PPW
647
Parcion Private Wealth
Washington
$249K +$215K +2,838 New
IAIM
648
International Assets Investment Management
Florida
$249K -$1.44K -19 -0.7%
RCA
649
Resonant Capital Advisors
Wisconsin
$248K +$214K +2,829 New
SIA
650
SeaBridge Investment Advisors
New Jersey
$243K -$64.7K -854 -24%