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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
726
One Wealth Advisors
California
$423K +$189K +1,335 +80%
BMWM
727
Brown Miller Wealth Management
Virginia
$422K +$424K +2,992 New
SFI
728
Siemens Fonds Invest
Germany
$420K +$10.9K +77 +3%
MFG
729
Magnus Financial Group
New York
$417K -$709 -5 -0.2%
DOA
730
D'Orazio & Associates
Virginia
$417K +$38.7K +273 +10%
Twin Tree Management
731
Twin Tree Management
Texas
$417K -$5.41M -38,165 -93%
TC
732
TwinBeech Capital
New York
$416K +$418K +2,950 New
QWM
733
Quadcap Wealth Management
Texas
$411K +$412K +2,910 New
TCM
734
Traub Capital Management
Massachusetts
$409K -$81.5K -575 -17%
MWM
735
Maridea Wealth Management
New York
$406K +$408K +2,877 New
MCM
736
MV Capital Management
Maryland
$404K -$63.6K -449 -14%
CG
737
Cynosure Group
Utah
$403K -$161K -1,134 -28%
LTAS
738
Linden Thomas Advisory Services
North Carolina
$401K -$10.6K -75 -3%
PF
739
Phoenix Financial
Israel
$397K +$399K +2,813 New
AWM
740
Ariadne Wealth Management
California
$392K -$21.7K -153 -5%
APG
741
Abacus Planning Group
South Carolina
$391K -$1.98K -14 -0.5%
SIA
742
SeaBridge Investment Advisors
New Jersey
$391K – – –
RIL
743
Rothschild Investment LLC
Illinois
$391K +$14.2K +100 +4%
CMBA
744
C.M. Bidwell & Associates
Hawaii
$391K +$709 +5 +0.2%
WSCM
745
Wellington Shields Capital Management
New York
$388K – – –
EFS
746
Essex Financial Services
Connecticut
$384K -$9.78K -69 -2%
GAM
747
Groupama Asset Management
France
$384K -$561K -3,955 -59%
S
748
SignatureFD
Georgia
$383K +$22.4K +158 +6%
HIP
749
HUB Investment Partners
Texas
$382K +$73.3K +517 +24%
UB
750
UMB Bank
Missouri
$381K +$4.82K +34 +1%