We are live on ! Find out more
TPR icon

Tapestry
TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
851
SVB Wealth
Massachusetts
$224K +$15.6K +109 +8%
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$224K -$13.2K -92 -6%
FCA
853
FLC Capital Advisors
California
$223K – – –
FA
854
FDx Advisors
Illinois
$223K -$17.9K -125 -8%
WF
855
WinCap Financial
Massachusetts
$223K +$13.3K +93 +7%
CAAS
856
Capital Asset Advisory Services
Michigan
$221K +$217K +1,512 New
SIS
857
Sound Income Strategies
Florida
$221K +$123K +857 +131%
FFP
858
FourThought Financial Partners
Florida
$219K +$215K +1,498 New
SI
859
Stephens Inc
Arkansas
$219K +$287 +2 +0.1%
HB
860
Horizon Bancorp
Indiana
$218K -$12.2K -85 -5%
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$215K +$1.15K +8 +0.5%
RF
862
RHS Financial
California
$215K +$211K +1,470 New
SF
863
Symphony Financial
Texas
$215K -$2.44K -17 -1%
JRPIM
864
Journey Retirement Planning & Investment Management
Idaho
$215K +$210K +1,467 New
RWM
865
Riverbend Wealth Management
South Carolina
$214K -$13.9K -97 -6%
FFA
866
Fi3 Financial Advisors
Indiana
$214K -$179K -1,249 -59%
HKIMG
867
Hutchens & Kramer Investment Management Group
Indiana
$214K -$4.01K -28 -2%
EFG
868
Embree Financial Group
Illinois
$210K +$2.15K +15 +1%
FCP
869
Fidelis Capital Partners
Florida
$209K +$204K +1,427 New
AF
870
Apollon Financial
South Carolina
$208K +$204K +1,424 New
EI
871
Ellevest Inc
New York
$208K -$12.3K -86 -5%
CFP
872
Catalyst Financial Partners
Massachusetts
$208K +$204K +1,422 New
SCA
873
Snowden Capital Advisors
New York
$207K +$202K +1,412 New
CAL
874
Capital Analysts LLC
Pennsylvania
$206K +$35.5K +248 +21%
HT
875
Headlands Technologies
Illinois
$205K -$258K -1,803 -56%
33 34
35
36 37