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Affirm

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
251
Independent Financial Group
California
$535K +$270K +2,047 +63%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$535K -$1.59M -12,015 -69%
AH
253
Allen Holding
New York
$529K +$304K +2,301 +78%
VIA
254
Vident Investment Advisory
Georgia
$527K -$424K -3,211 -38%
WA
255
Winfield Associates
Ohio
$526K +$418K +3,167 +153%
RWA
256
Ropes Wealth Advisors
Massachusetts
$525K +$304K +2,301 +79%
Los Angeles Capital Management
257
Los Angeles Capital Management
California
$525K +$690K +5,220 New
SPIA
258
Steward Partners Investment Advisory
New York
$515K +$448K +3,393 +197%
SIM
259
Spark Investment Management
New York
$492K -$106K -800 -14%
DAM
260
Draper Asset Management
New York
$487K +$386K +2,918 +152%
APA
261
American Portfolios Advisors
New York
$486K +$82.4K +624 +15%
AAM
262
Advisors Asset Management
Colorado
$461K +$605K +4,580 New
TFS
263
Thoroughbred Financial Services
Tennessee
$457K – – –
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$436K -$30.2M -228,872 -98%
RCAG
265
Rehmann Capital Advisory Group
Michigan
$430K +$565K +4,276 New
FFA
266
First Foundation Advisors
California
$427K +$26.4K +200 +5%
Franklin Resources
267
Franklin Resources
California
$414K +$545K +4,121 New
AL
268
Aspiriant LLC
California
$413K +$543K +4,106 New
TIS
269
Tortoise Index Solutions
Kansas
$412K -$297K -2,244 -35%
Robeco Institutional Asset Management
270
Robeco Institutional Asset Management
Netherlands
$411K +$540K +4,086 New
AWM
271
Axxcess Wealth Management
California
$394K +$517K +3,914 New
CPIG
272
Chicago Partners Investment Group
Illinois
$386K -$45.7K -346 -4%
HFA
273
HC Financial Advisors
California
$379K -$951K -7,200 -66%
SWM
274
Spire Wealth Management
Virginia
$379K +$444K +3,364 +841%
CAN
275
Cetera Advisor Networks
California
$362K +$30.5K +231 +7%