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Affirm
AFRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$2.6K +$289 +10 +23%
LSA
377
Leonteq Securities AG
Switzerland
$2.56K -$195K -6,741 -99%
CWM
378
CarsonAllaria Wealth Management
Illinois
$2.46K -$1.45K -50 -50%
CFS
379
CGC Financial Services
Oregon
$2.46K – – –
FWM
380
Focused Wealth Management
New York
$2.46K – – –
TWP
381
TFO Wealth Partners
Ohio
$2.11K – – –
SWA
382
SOA Wealth Advisors
New York
$2.02K – – –
AW
383
Avion Wealth
Texas
$2K -$2.05K -71 -61%
LJHT
384
Laurie J. Hall Trustee
$2K – – –
WOC
385
West Oak Capital
California
$2K – – –
BTI
386
Blue Trust Inc
Georgia
$2K +$3.12K +108 New
NRG
387
Nemes Rush Group
Michigan
$1.97K – – –
CFO
388
CVA Family Office
Colorado
$1.72K +$1.01K +35 New
IGWM
389
ICA Group Wealth Management
Colorado
$1.47K +$867 +30 New
BCMLT
390
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K – – –
SIC
391
SJS Investment Consulting
Ohio
$1.33K +$145 +5 +23%
PP
392
Paloma Partners
Connecticut
$1.23K -$9.22K -319 -93%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$1.18K +$694 +24 New
RA
394
Rise Advisors
New York
$983 – – –
AWM
395
Able Wealth Management
New Jersey
$983 +$578 +20 New
HWA
396
Heritage Wealth Advisors
Virginia
$737 – – –
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$590 +$347 +12 New
CA
398
Crewe Advisors
Utah
$295 +$173 +6 New
WPA
399
West Paces Advisors
Georgia
$246 – – –
LFG
400
Larson Financial Group
Missouri
$246 +$145 +5 New
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