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Tapestry
TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Profund Advisors
Maryland
$377K -$68K -480 -15%
GM
752
GeoWealth Management
Illinois
$376K -$49.5K -349 -12%
HBT
753
Hills Bank & Trust
Iowa
$372K -$167K -1,179 -31%
CAM
754
Claret Asset Management
Quebec, Canada
$371K – – –
JSW
755
Journey Strategic Wealth
New Jersey
$366K +$17K +120 +5%
TAM
756
Trust Asset Management
Texas
$364K – – –
FMI
757
Frec Markets Inc
California
$354K +$356K +2,510 New
OIA
758
OneDigital Investment Advisors
Kansas
$351K -$88K -621 -20%
FCA
759
Fortis Capital Advisors
Kansas
$348K -$347K -2,448 -50%
NWM
760
Northwest Wealth Management
Iowa
$347K – – –
VSQM
761
V-Square Quantitative Management
Illinois
$347K -$48.2K -340 -12%
CA
762
Clearstead Advisors
Ohio
$345K -$70.6K -498 -17%
SCP
763
Sivia Capital Partners
California
$343K -$882K -6,226 -72%
CAG
764
Crestwood Advisors Group
Massachusetts
$341K +$86.3K +609 +34%
PWM
765
Perigon Wealth Management
California
$339K +$31.8K +224 +10%
I2I
766
Insight 2811 Inc
Illinois
$338K – – –
SIA
767
Strategic Investment Advisors
Michigan
$336K +$338K +2,383 New
SIA
768
Soltis Investment Advisors
Utah
$334K +$37.7K +266 +13%
CPBTD
769
Central Pacific Bank - Trust Division
Hawaii
$330K -$2.13K -15 -0.6%
OAM
770
Oxford Asset Management
United Kingdom
$329K -$697K -4,914 -68%
AWM
771
Adams Wealth Management
Utah
$329K -$5.67K -40 -2%
CI
772
CacheTech Inc
Utah
$329K -$5.67K -40 -2%
RIG
773
RiverFront Investment Group
Virginia
$325K +$327K +2,306 New
ACS
774
Archford Capital Strategies
Illinois
$325K +$4.96K +35 +2%
AWC
775
Abundance Wealth Counselors
Pennsylvania
$325K +$326K +2,301 New
29 30
31
32 33