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Affirm

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
351
HM Payson & Co
Maine
$6.88K +$1.45K +50 +56%
BGAI
352
Bruce G. Allen Investments
Colorado
$6.88K +$4.05K +140 New
FFO
353
Fortitude Family Office
Arizona
$6.09K +$3.58K +124 New
HGERS
354
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
S
355
Sachetta
Massachusetts
$5.8K +$3.41K +118 New
AWM
356
Avior Wealth Management
Nebraska
$5.8K +$3.41K +118 New
GWM
357
Geneos Wealth Management
Colorado
$5.65K – – –
TIM
358
Tortoise Investment Management
New York
$5.41K – – –
TVWM
359
Tower View Wealth Management
Wisconsin
$5K – – –
TWM
360
Tradition Wealth Management
Minnesota
$5K +$2.89K +100 New
SIC
361
Salem Investment Counselors
North Carolina
$4.91K – – –
BL
362
BFSG LLC
California
$4.91K +$2.89K +100 New
ASN
363
Advisory Services Network
Georgia
$4.67K -$2.37M -81,931 -100%
BCM
364
Blume Capital Management
California
$3.93K – – –
GI
365
Gradient Investments
Minnesota
$3.78K – – –
CIA
366
Cape Investment Advisory
Georgia
$3.69K +$2.17K +75 New
BIA
367
Bell Investment Advisors
California
$3.44K -$896 -31 -31%
SA
368
Scarborough Advisors
Maryland
$3.44K +$2.02K +70 New
AWM
369
AllSquare Wealth Management
New York
$3.34K – – –
CSB
370
City State Bank
Iowa
$3K – – –
VF
371
VitalStone Financial
Texas
$3K – – –
VAG
372
VisionPoint Advisory Group
Texas
$2.8K +$1.65K +57 New
AT
373
Arlington Trust
Alabama
$2.7K +$1.59K +55 New
Kayne Anderson Rudnick Investment Management
374
Kayne Anderson Rudnick Investment Management
California
$2.7K +$1.59K +55 New
JWA
375
JFS Wealth Advisors
Pennsylvania
$2.6K +$289 +10 +23%