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Etsy
ETSY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
Spire Wealth Management
Virginia
$9.49K +$6.12K +95 +306%
MG
452
Mather Group
Illinois
$9.42K – – –
CIA
453
Cape Investment Advisory
Georgia
$9.19K +$7.86K +122 New
SG
454
Sankala Group
Colorado
$8.73K – – –
BWL
455
Bogart Wealth LLC
Virginia
$8.14K +$516 +8 +8%
HIW
456
Holos Integrated Wealth
Pennsylvania
$7.76K – – –
DB
457
Danske Bank
Denmark
$7.53K – – –
KFAS
458
Keating Financial Advisory Services
Kansas
$7.53K +$2.38K +37 +59%
CFO
459
CVA Family Office
Colorado
$7.38K +$902 +14 +17%
WA
460
Whipplewood Advisors
Colorado
$6.63K -$1.87K -29 -25%
VWA
461
Valued Wealth Advisors
Utah
$6.4K – – –
T
462
Tidemark
California
$6.1K – – –
C
463
Covestor
United Kingdom
$6K -$9.6K -149 -64%
CAL
464
Capital Analysts LLC
Pennsylvania
$6K – – –
NL
465
NVWM LLC
Pennsylvania
$5.88K – – –
APFP
466
Action Point Financial Planning
Michigan
$5.69K +$5.09K +79 New
HNB
467
Huntington National Bank
Ohio
$5.12K – – –
TWM
468
Tripletail Wealth Management
Florida
$5.08K – – –
TVWM
469
Tower View Wealth Management
Wisconsin
$4.9K – – –
JWA
470
JFS Wealth Advisors
Pennsylvania
$4.67K +$1.29K +20 +48%
SGFG
471
Silver Grove Financial Group
New York
$4.52K +$3.87K +60 New
CA
472
Continuum Advisory
Idaho
$4.37K +$3.74K +58 New
DF
473
Downshift Financial
Colorado
$4.07K +$3.48K +54 New
B
474
Bayban
Minnesota
$3.77K – – –
RF
475
Rossby Financial
Florida
$3.69K -$258 -4 -8%
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19
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