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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
AC
651
Avestar Capital
New York
$583K +$709 +5 +0.1%
WWC
652
Waypoint Wealth Counsel
Georgia
$578K -$109K -768 -16%
AIM
653
Advyzon Investment Management
Illinois
$577K +$579K +4,088 New
William Blair & Company
654
William Blair & Company
Illinois
$573K -$48.8K -344 -8%
WA
655
Waddell & Associates
Tennessee
$572K +$4.82K +34 +0.8%
USGIU
656
U.S. Global Investors (USGI)
Texas
$571K -$348K -2,455 -38%
MFS
657
Mirabella Financial Services
United Kingdom
$565K +$568K +4,006 New
EWM
658
Evercore Wealth Management
New York
$564K – – –
TPI
659
Trust Point Inc
Wisconsin
$564K – – –
EW
660
Expressive Wealth
Illinois
$555K +$76.5K +540 +17%
PCS
661
Personal CFO Solutions
New Jersey
$553K +$207K +1,460 +59%
VV
662
Verity & Verity
South Carolina
$553K – – –
GIA
663
Gateway Investment Advisers
Ohio
$550K +$552K +3,896 New
KFA
664
Krane Funds Advisors
New York
$548K -$17.3K -122 -3%
PP
665
Prudential plc
United Kingdom
$547K +$8.51K +60 +2%
NP
666
Nilsine Partners
Colorado
$544K +$94.3K +665 +22%
AAP
667
Arax Advisory Partners
Colorado
$541K +$329K +2,322 +154%
BBHC
668
Brown Brothers Harriman & Co
New York
$540K +$339K +2,393 +167%
SCM
669
Soros Capital Management
New York
$538K -$701K -4,943 -56%
PI
670
PFG Investments
New York
$532K -$3.97K -28 -0.7%
AI
671
AdvisorShares Investments
Maryland
$529K – – –
FWM
672
Forteris Wealth Management
New York
$528K – – –
ISL
673
Ingalls & Snyder LLC
New York
$526K -$8.65K -61 -2%
CFO
674
Callan Family Office
Pennsylvania
$522K -$283 -2 -0.1%
BP
675
Ballentine Partners
Massachusetts
$520K +$709 +5 +0.1%