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Affirm
AFRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
376
Clearview Wealth Advisors
Oregon
$10K – – –
FRA
377
Front Row Advisors
California
$10K – – –
TVWM
378
Tower View Wealth Management
Wisconsin
$10K – – –
CA
379
Centerpoint Advisors
Massachusetts
$10K +$6.61K +50 +100%
TAIM
380
TD Ameritrade Investment Management
Nebraska
$10K +$12.6K +95 New
SIC
381
SJS Investment Consulting
Ohio
$10K +$13.2K +100 New
SWM
382
Sugarloaf Wealth Management
Georgia
$10K +$13.2K +100 New
TWM
383
Tradition Wealth Management
Minnesota
$10K +$13.2K +100 New
UB
384
UMB Bank
Missouri
$10K +$13.2K +100 New
WIM
385
Westside Investment Management
California
$9.54K -$42.3K -320 -21%
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$5.95K +45 +113%
CSB
387
City State Bank
Iowa
$9K +$11.9K +90 New
ST
388
Smithfield Trust
Pennsylvania
$8K – – –
BCM
389
Blume Capital Management
California
$8K +$3.96K +30 +60%
AF
390
Allworth Financial
California
$8K +$8.06K +61 +339%
AP
391
Arlington Partners
Alabama
$8K +$10.3K +78 New
RFA
392
Reilly Financial Advisors
California
$8K +$11.1K +84 New
AWM
393
AllSquare Wealth Management
New York
$7K – – –
MIFH
394
Migdal Insurance & Financial Holdings
Israel
$7K +$132 +1 +2%
CT
395
Cambridge Trust
Massachusetts
$7K +$8.98K +68 New
CAL
396
Capital Analysts LLC
Pennsylvania
$7K +$8.98K +68 New
ETC
397
Exchange Traded Concepts
Oklahoma
$7K +$9.12K +69 New
GAM
398
Gemmer Asset Management
California
$6K – – –
RIM
399
Rockbridge Investment Management
New York
$6K – – –
ADL
400
Asset Dedication LLC
California
$5K – – –
14 15
16
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