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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
626
Bard Financial Services
Connecticut
$413K -$62.8K -600 -14%
Brown Advisory
627
Brown Advisory
Maryland
$411K +$314 +3 +0.1%
BCWM
628
Bartlett & Co Wealth Management
Ohio
$411K
FWIA
629
Fort Washington Investment Advisors
Ohio
$409K -$138K -1,322 -27%
CCM
630
Crew Capital Management
Ohio
$408K -$20.3K -194 -5%
SAM
631
Smartleaf Asset Management
Massachusetts
$402K +$154K +1,468 +69%
HFM
632
Harvest Fund Management
China
$402K -$288K -2,750 -44%
SWP
633
Sagespring Wealth Partners
Tennessee
$402K +$88.3K +844 +31%
BRWA
634
B. Riley Wealth Advisors
Florida
$400K +$54.6K +522 +17%
SFA
635
Sequoia Financial Advisors
Ohio
$396K +$95.6K +914 +35%
PWAM
636
Papamarkou Wellner Asset Management
New York
$393K
PAG
637
Poinciana Advisors Group
Florida
$393K -$26.4K -252 -7%
Lido Advisors
638
Lido Advisors
California
$392K -$545K -5,206 -60%
PA
639
Profund Advisors
Maryland
$391K -$46.1K -441 -11%
ORG
640
Optimist Retirement Group
Washington
$387K -$50.3K -481 -12%
1WM
641
1858 Wealth Management
Ohio
$382K -$48.4K -463 -12%
HBT
642
Hills Bank & Trust
Iowa
$382K +$353K +3,372 New
PPW
643
Parcion Private Wealth
Washington
$378K +$52.3K +500 +18%
CF
644
Convergence Financial
Missouri
$377K -$5.44K -52 -2%
TCOT
645
Trust Company of Toledo
Ohio
$376K +$47.7K +456 +16%
EFS
646
Essex Financial Services
Connecticut
$376K +$11.8K +113 +4%
AFGAS
647
Allegiance Financial Group Advisory Services
Virginia
$376K -$24.3K -232 -7%
SAI
648
Savvy Advisors Inc
New York
$376K +$348K +3,322 New
NAS
649
Nicolet Advisory Services
Wisconsin
$375K +$30.9K +295 +10%
GM
650
GeoWealth Management
Illinois
$374K +$36.9K +353 +12%