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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
676
Fifth Third Wealth Advisors
Ohio
$514K +$243K +1,714 +89%
SAM
677
Smartleaf Asset Management
Massachusetts
$512K +$7.94K +56 +2%
ACA
678
Aptus Capital Advisors
Alabama
$511K -$2.27K -16 -0.4%
EWM
679
Empirical Wealth Management
Washington
$507K +$135K +952 +36%
BCWM
680
Bartlett & Co Wealth Management
Ohio
$507K +$283 +2 +0.1%
TCOT
681
Trust Company of Toledo
Ohio
$506K +$14.3K +101 +3%
TCA
682
Transcend Capital Advisors
New Jersey
$504K +$20.6K +145 +4%
UWS
683
Unique Wealth Strategies
Illinois
$502K -$259K -1,825 -34%
CRC
684
Curi RMB Capital
Illinois
$501K -$4.96K -35 -1%
HNB
685
Huntington National Bank
Ohio
$497K +$21.5K +152 +5%
SCM
686
Stevens Capital Management
Pennsylvania
$493K +$496K +3,496 New
AA
687
ALPS Advisors
Colorado
$492K +$495K +3,490 New
VCM
688
Versant Capital Management
Arizona
$492K +$171K +1,205 +53%
ORG
689
Optimist Retirement Group
Washington
$487K +$4.11K +29 +0.8%
PAG
690
Poinciana Advisors Group
Florida
$486K
CIA
691
Caerus Investment Advisors
Texas
$484K +$283 +2 +0.1%
KRW
692
Kaufman Rossin Wealth
Florida
$483K -$57K -402 -11%
AFGAS
693
Allegiance Financial Group Advisory Services
Virginia
$478K +$28.5K +201 +6%
OL
694
Optas LLC
Texas
$478K +$6.66K +47 +1%
DEA
695
DoubleLine ETF Adviser
Florida
$475K -$101K -714 -18%
PPW
696
Parcion Private Wealth
Washington
$474K +$2.55K +18 +0.5%
WMG
697
WESCAP Management Group
California
$471K -$209K -1,478 -31%
FM
698
Family Management
New York
$470K +$78.4K +553 +20%
UFF
699
USA Financial Formulas
Michigan
$470K +$471K +3,326 +83,150%
PWG
700
Portside Wealth Group
Utah
$469K -$18.9K -133 -4%