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Affirm

Name Holding Trade Value Shares
Change
Change in
Stake
RB
301
Richmond Brothers
Michigan
$280K +$368K +2,787 New
BCV
302
Banque Cantonale Vaudoise
Switzerland
$276K +$310K +2,347 +587%
TSS
303
Two Sigma Securities
New York
$272K +$358K +2,707 New
AWM
304
Apollon Wealth Management
South Carolina
$272K +$358K +2,709 New
OAM
305
Occidental Asset Management
California
$266K – – –
KA
306
Kovack Advisors
Florida
$264K +$14.5K +110 +4%
TI
307
Tidal Investments
Wisconsin
$257K +$51.5K +390 +18%
HPWA
308
Hall Private Wealth Advisors
North Carolina
$251K – – –
LFM
309
LGT Fund Management
Liechtenstein
$251K +$330K +2,500 New
PWMG
310
Prestige Wealth Management Group
New Jersey
$248K -$18.5K -140 -5%
William Blair & Company
311
William Blair & Company
Illinois
$247K – – –
MML Investors Services
312
MML Investors Services
Massachusetts
$246K -$8.32K -63 -3%
OC
313
Oppenheimer & Co
New York
$243K +$320K +2,420 New
HCA
314
Harbour Capital Advisors
Virginia
$239K +$314K +2,375 New
Lazard Asset Management
315
Lazard Asset Management
New York
$237K +$312K +2,362 New
NA
316
NewEdge Advisors
Louisiana
$235K +$308K +2,331 New
SGK
317
Steigerwald Gordon & Koch
Virginia
$231K +$303K +2,293 New
MPCG
318
Matrix Private Capital Group
New York
$229K +$48.9K +370 +19%
FA
319
Friess Associates
Delaware
$228K +$300K +2,268 New
FI
320
Finivi Inc
Massachusetts
$227K +$299K +2,262 New
AFS
321
AFG Fiduciary Services
Massachusetts
$226K +$297K +2,250 New
Principal Financial Group
322
Principal Financial Group
Iowa
$213K +$280K +2,116 New
EWA
323
Encompass Wealth Advisors
Oregon
$208K +$25.2K +191 +10%
Impax Asset Management Group
324
Impax Asset Management Group
United Kingdom
$202K +$266K +2,012 New
PO
325
Private Ocean
California
$192K -$408K -3,089 -62%