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Tapestry

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1001
Oakworth Capital
Alabama
$7.17K -$156K -1,091 -96%
RWM
1002
Raffa Wealth Management
District of Columbia
$7.17K +$1.72K +12 +32%
SWIM
1003
Smallwood Wealth Investment Management
New Jersey
$7.17K
SC
1004
SouthState Corp
Florida
$7.03K +$573 +4 +9%
SSG
1005
Summit Securities Group
New York
$6.88K +$2.01K +14 +42%
S
1006
Sachetta
Massachusetts
$6.73K +$1.15K +8 +21%
IAS
1007
IMA Advisory Services
Colorado
$6.73K +$1.86K +13 +39%
BHWM
1008
Bay Harbor Wealth Management
Maryland
$6.59K -$143 -1 -2%
HFS
1009
Hughes Financial Services
Virginia
$6.59K +$1.72K +12 +36%
CFM
1010
Cornerstone Financial Management
Massachusetts
$6.44K
CCWM
1011
Cassaday & Co Wealth Management
Virginia
$6.29K
MSWM
1012
Mowery & Schoenfeld Wealth Management
Illinois
$6K
JSAM
1013
J. Safra Asset Management
New York
$5.86K
RF
1014
Rossby Financial
Florida
$5.56K -$81K -565 -94%
CTB
1015
Country Trust Bank
Illinois
$5.42K
ADL
1016
Asset Dedication LLC
California
$5.27K +$2.15K +15 +71%
WETS
1017
Wealth Enhancement Trust Services
South Dakota
$4.98K
BFS
1018
Bare Financial Services
Pennsylvania
$4.98K +$4.01K +28 +467%
TAP
1019
Tounjian Advisory Partners
Florida
$4.91K +$4.87K +34 New
CWP
1020
Clark Wealth Partners
Illinois
$4.83K -$37K -258 -89%
RWS
1021
Retirement Wealth Solutions
Wisconsin
$4.68K -$716 -5 -14%
BFPW
1022
BOK Financial Private Wealth
Colorado
$4.68K +$716 +5 +19%
BH
1023
Burk Holdings
Oklahoma
$4.68K
RWPA
1024
Richard W. Paul & Associates
Michigan
$4.54K
CT
1025
Colonial Trust
South Carolina
$4.39K