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Etsy
ETSY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
451
Private Wealth Asset Management
Iowa
$9.64K – – –
SWM
452
Spire Wealth Management
Virginia
$9.49K +$6.12K +95 +306%
MG
453
Mather Group
Illinois
$9.42K – – –
CIA
454
Cape Investment Advisory
Georgia
$9.19K +$7.86K +122 New
SG
455
Sankala Group
Colorado
$8.73K – – –
BWL
456
Bogart Wealth LLC
Virginia
$8.14K +$516 +8 +8%
HIW
457
Holos Integrated Wealth
Pennsylvania
$7.76K – – –
DB
458
Danske Bank
Denmark
$7.53K – – –
KFAS
459
Keating Financial Advisory Services
Kansas
$7.53K +$2.38K +37 +59%
CFO
460
CVA Family Office
Colorado
$7.38K +$902 +14 +17%
WA
461
Whipplewood Advisors
Colorado
$6.63K -$1.87K -29 -25%
VWA
462
Valued Wealth Advisors
Utah
$6.4K – – –
T
463
Tidemark
California
$6.1K – – –
C
464
Covestor
United Kingdom
$6K -$9.6K -149 -64%
CAL
465
Capital Analysts LLC
Pennsylvania
$6K – – –
NL
466
NVWM LLC
Pennsylvania
$5.88K – – –
APFP
467
Action Point Financial Planning
Michigan
$5.69K +$5.09K +79 New
HNB
468
Huntington National Bank
Ohio
$5.12K – – –
TWM
469
Tripletail Wealth Management
Florida
$5.08K – – –
TVWM
470
Tower View Wealth Management
Wisconsin
$4.9K – – –
JWA
471
JFS Wealth Advisors
Pennsylvania
$4.67K +$1.29K +20 +48%
SGFG
472
Silver Grove Financial Group
New York
$4.52K +$3.87K +60 New
CA
473
Continuum Advisory
Idaho
$4.37K +$3.74K +58 New
DF
474
Downshift Financial
Colorado
$4.07K +$3.48K +54 New
B
475
Bayban
Minnesota
$3.77K – – –
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19
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