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Tapestry
TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1001
AmeriFlex Group
Nevada
$7.06K – – –
AEPWM
1002
Atlantic Edge Private Wealth Management
Florida
$7.06K – – –
SWIM
1003
Smallwood Wealth Investment Management
New Jersey
$6.91K – – –
RWM
1004
Rialto Wealth Management
New York
$6.77K +$1.42K +10 +26%
RCM
1005
Richardson Capital Management
Wisconsin
$6.63K +$5.67K +40 +571%
BHWM
1006
Bay Harbor Wealth Management
Maryland
$6.49K +$567 +4 +10%
DWP
1007
Destiny Wealth Partners
Florida
$6.35K +$6.38K +45 New
CFM
1008
Cornerstone Financial Management
Massachusetts
$6.21K – – –
SC
1009
SouthState Corp
Florida
$6.21K – – –
LI
1010
LRI Investments
Florida
$6.21K +$6.24K +44 New
CCWM
1011
Cassaday & Co Wealth Management
Virginia
$6.07K +$6.09K +43 New
MSWM
1012
Mowery & Schoenfeld Wealth Management
Illinois
$5.79K – – –
PWMG
1013
Private Wealth Management Group
New Jersey
$5.79K – – –
JSAM
1014
J. Safra Asset Management
New York
$5.64K – – –
S
1015
Sachetta
Massachusetts
$5.36K -$1.56K -11 -22%
RWS
1016
Retirement Wealth Solutions
Wisconsin
$5.22K +$1.7K +12 +48%
CTB
1017
Country Trust Bank
Illinois
$5.22K – – –
RWM
1018
Raffa Wealth Management
District of Columbia
$5.22K +$283 +2 +6%
WETS
1019
Wealth Enhancement Trust Services
South Dakota
$4.8K – – –
AWM
1020
Abound Wealth Management
Tennessee
$4.71K – – –
SSG
1021
Summit Securities Group
New York
$4.66K -$38.3K -270 -89%
HFS
1022
Hughes Financial Services
Virginia
$4.66K +$425 +3 +10%
CCM
1023
Chilton Capital Management
Texas
$4.66K +$4.68K +33 New
IAS
1024
IMA Advisory Services
Colorado
$4.66K -$567 -4 -11%
BH
1025
Burk Holdings
Oklahoma
$4.52K +$4.54K +32 New
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