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Etsy
ETSY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
701
Confluence Wealth Services
Pennsylvania
$88K +$97.6K +405 New
IAM
702
Infusive Asset Management
New York
$87K +$96.1K +399 New
PFBT
703
Parkside Financial Bank & Trust
Missouri
$81K +$3.85K +16 +5%
KFP
704
KB Financial Partners
New Jersey
$80K +$88.4K +367 New
SOW
705
State of Wyoming
Wyoming
$79K -$37.6K -156 -30%
BIA
706
Bell Investment Advisors
California
$79K +$1.93K +8 +2%
BWP
707
Baldwin Wealth Partners
Massachusetts
$78K – – –
FWM
708
Focused Wealth Management
New York
$77K – – –
KLWA
709
Kelly Lawrence W & Associates
California
$77K – – –
WTA
710
Washington Trust Advisors
Massachusetts
$77K +$85K +353 New
PA
711
PSI Advisors
Florida
$76K -$1.2K -5 -1%
UB
712
UMB Bank
Missouri
$76K +$83.1K +345 New
AAP
713
Arax Advisory Partners
Colorado
$75K – – –
TC
714
TAP Consulting
Missouri
$73K +$80.5K +334 New
HPC
715
HM Payson & Co
Maine
$70K – – –
WT
716
Washington Trust
Rhode Island
$69K +$482 +2 +0.6%
HNB
717
Huntington National Bank
Ohio
$69K +$3.13K +13 +4%
MA
718
Montag & Associates
Georgia
$68K +$24.1K +100 +47%
RBC
719
Roble Belko & Company
Pennsylvania
$66K – – –
BBHC
720
Brown Brothers Harriman & Co
New York
$63K +$48.2K +200 +233%
TCM
721
Tanaka Capital Management
New York
$62K -$31.3K -130 -31%
BWL
722
Bogart Wealth LLC
Virginia
$62K +$34.9K +145 +104%
BEI
723
Benjamin Edwards Inc
Missouri
$62K +$67.9K +282 New
AA
724
Ancora Advisors
Ohio
$57K – – –
TSWM
725
Tyler-Stone Wealth Management
Ohio
$57K +$62.6K +260 New
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