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Tapestry
TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
676
Atria Investments
North Carolina
$218K -$426K -5,621 -69%
I2I
677
Insight 2811 Inc
Illinois
$217K +$187K +2,468 New
HCMT
678
Highland Capital Management (Tennessee)
Tennessee
$217K +$187K +2,468 New
PCS
679
Personal CFO Solutions
New Jersey
$216K +$186K +2,457 New
UB
680
UMB Bank
Missouri
$215K +$88.5K +1,168 +91%
JSW
681
Journey Strategic Wealth
New Jersey
$213K +$184K +2,426 New
GF
682
Gries Financial
Ohio
$208K +$179K +2,367 New
NWM
683
Northwest Wealth Management
Iowa
$206K +$178K +2,350 New
QFA
684
Quantum Financial Advisors
California
$204K +$176K +2,319 New
VFA
685
Voya Financial Advisors
Connecticut
$203K +$177K +2,334 New
HAIM
686
Hunter Associates Investment Management
Pennsylvania
$202K +$174K +2,291 New
IFG
687
Independent Financial Group
California
$202K -$608K -8,030 -78%
CA
688
Clearstead Advisors
Ohio
$201K +$94.5K +1,248 +120%
CNBT
689
Canandaigua National Bank & Trust
New York
$201K +$173K +2,287 New
ACS
690
Archford Capital Strategies
Illinois
$200K +$173K +2,280 New
S
691
SignatureFD
Georgia
$199K -$11.9K -157 -6%
RAM
692
Resona Asset Management
Japan
$193K +$22.5K +297 +15%
PFBT
693
Parkside Financial Bank & Trust
Missouri
$189K +$38.4K +507 +31%
SAM
694
Smartleaf Asset Management
Massachusetts
$187K -$64.4K -850 -28%
NS
695
NBC Securities
Alabama
$183K +$27.9K +369 +21%
DMBA
696
Deseret Mutual Benefit Administrators
Utah
$183K – – –
WSFS
697
Wilmington Savings Fund Society
Delaware
$182K – – –
MCM
698
MV Capital Management
Maryland
$181K +$60.1K +794 +63%
ZBNA
699
Zions Bancorporation, National Association
Utah
$178K +$13K +172 +9%
AIP
700
Ameritas Investment Partners
Nebraska
$173K – – –
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