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Affirm

Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
251
Twin Lakes Capital Management
California
$216K – – –
FWM
252
Focused Wealth Management
New York
$208K – – –
CAM
253
Cresset Asset Management
Illinois
$207K +$138K +1,732 New
SPIA
254
Steward Partners Investment Advisory
New York
$205K -$4.71K -59 -3%
GSC
255
Ground Swell Capital
South Carolina
$202K +$136K +1,696 New
VBFG
256
Vishria Bird Financial Group
Tennessee
$200K +$134K +1,683 New
CAM
257
CenterStar Asset Management
Illinois
$196K – – –
NFSG
258
Newbridge Financial Services Group
Florida
$162K +$108K +1,357 New
WWM
259
Wolff Wiese Magana
California
$152K – – –
US Bancorp
260
US Bancorp
Minnesota
$144K +$90.6K +1,134 +1,532%
Zurich Cantonal Bank
261
Zurich Cantonal Bank
Switzerland
$134K +$89.7K +1,123 New
AF
262
Advisornet Financial
Minnesota
$129K +$4K +50 +5%
HI
263
Hoey Investments
Pennsylvania
$119K +$79.9K +1,000 New
MMG
264
Monetary Management Group
Missouri
$119K +$79.9K +1,000 New
TWP
265
TFO Wealth Partners
Ohio
$110K +$73.8K +924 New
RE
266
RBC Europe
United Kingdom
$104K +$16.5K +207 +31%
Legal & General Group
267
Legal & General Group
United Kingdom
$101K +$67.8K +849 New
EDRH
268
Edmond de Rothschild Holding
Switzerland
$96K +$64.6K +808 New
HIA
269
Harbor Investment Advisory
Maryland
$83K +$44K +550 +367%
TWA
270
TCI Wealth Advisors
Arizona
$76K -$2.48M -30,981 -98%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$66K – – –
NSIM
272
North Star Investment Management
Illinois
$60K +$40K +500 New
Koshinski Asset Management
273
Koshinski Asset Management
Illinois
$56.7K +$38K +476 New
CFD
274
Creative Financial Designs
Indiana
$55K +$7.99K +100 +27%
FIA
275
FNY Investment Advisers
New York
$52K +$34.9K +437 New