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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
FM
701
Family Management
New York
$355K +$318K +2,779 New
SIA
702
SeaBridge Investment Advisors
New Jersey
$354K
CMBA
703
C.M. Bidwell & Associates
Hawaii
$353K +$316K +2,764 New
OAM
704
Occidental Asset Management
California
$353K +$316K +2,762 New
WSCM
705
Wellington Shields Capital Management
New York
$351K
PFT
706
Providence First Trust
Arizona
$349K +$313K +2,734 New
RFP
707
Root Financial Partners
California
$345K +$251K +2,199 +437%
IAA
708
Independent Advisor Alliance
North Carolina
$345K +$4.34K +38 +1%
DOA
709
D'Orazio & Associates
Virginia
$343K +$5.94K +52 +2%
RIL
710
Rothschild Investment LLC
Illinois
$341K -$35.3K -309 -10%
UB
711
UMB Bank
Missouri
$341K +$14.3K +125 +5%
ST
712
Smithfield Trust
Pennsylvania
$339K
EWM
713
Empirical Wealth Management
Washington
$338K -$8.34K -73 -3%
HH
714
Hilltop Holdings
Texas
$338K +$33.8K +296 +13%
CAM
715
Claret Asset Management
Quebec, Canada
$335K -$686 -6 -0.2%
Walleye Capital
716
Walleye Capital
New York
$332K -$19.4M -169,627 -98%
TAM
717
Trust Asset Management
Texas
$329K -$14.3K -125 -5%
SF
718
Summit Financial
New Jersey
$327K +$6.29K +55 +2%
S
719
SignatureFD
Georgia
$326K +$29.6K +259 +11%
BEI
720
Benjamin Edwards Inc
Missouri
$324K -$77.2K -675 -21%
BAAM
721
Baker Avenue Asset Management
California
$323K -$48.6K -425 -14%
DMBA
722
Deseret Mutual Benefit Administrators
Utah
$320K +$15.1K +132 +6%
JSW
723
Journey Strategic Wealth
New Jersey
$316K -$15.5K -136 -5%
NWM
724
Northwest Wealth Management
Iowa
$315K +$9.37K +82 +3%
PCS
725
Personal CFO Solutions
New Jersey
$314K -$1.72K -15 -0.6%