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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
776
Bay Colony Advisors
Massachusetts
$238K -$37.1K -325 -15%
FFA
777
Fi3 Financial Advisors
Indiana
$238K -$30.9K -270 -13%
YWS
778
Yarger Wealth Strategies
Ohio
$237K -$2.63K -23 -1%
FCBT
779
First Citizens Bank & Trust
North Carolina
$237K +$4.46K +39 +2%
AIP
780
Ameritas Investment Partners
Nebraska
$234K -$7.43K -65 -3%
CA
781
CoreCap Advisors
Michigan
$234K -$115K -1,002 -35%
IFG
782
Independent Financial Group
California
$232K -$741K -6,482 -78%
NS
783
NBC Securities
Alabama
$231K -$4.23K -37 -2%
CAG
784
Crestwood Advisors Group
Massachusetts
$231K +$207K +1,807 New
KA
785
Klingman & Associates
New York
$231K +$1.26K +11 +0.6%
DWT
786
Dorsey & Whitney Trust
South Dakota
$230K +$206K +1,802 New
MWM
787
Manske Wealth Management
Texas
$230K -$11.4K -100 -5%
BG
788
Bahl & Gaynor
Ohio
$226K +$202K +1,768 New
Baird Financial Group
789
Baird Financial Group
Wisconsin
$226K +$202K +1,765 New
AO
790
Advisor OS
Illinois
$225K +$202K +1,764 New
WSFS
791
Wilmington Savings Fund Society
Delaware
$224K
GAA
792
Global Assets Advisory
Florida
$224K +$200K +1,750 New
VWM
793
Venturi Wealth Management
Texas
$221K +$198K +1,728 New
LMFP
794
Larry Mathis Financial Planning
Arizona
$218K +$195K +1,710 New
PFBT
795
Parkside Financial Bank & Trust
Missouri
$216K -$17K -149 -8%
HWAM
796
Hennion & Walsh Asset Management
New Jersey
$216K +$193K +1,690 New
AI
797
Accredited Investors
Minnesota
$215K +$192K +1,684 New
SDWIA
798
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$215K +$192K +1,681 New
CW
799
CreativeOne Wealth
Kansas
$214K -$15.2K -133 -7%
OWA
800
One Wealth Advisors
California
$213K +$190K +1,665 New