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Affirm
AFRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBI
501
Raiffeisen Bank International
Austria
$8.39K – – –
TPCW
502
TD Private Client Wealth
New York
$8.29K +$4.39K +76 +72%
S
503
Sachetta
Massachusetts
$7.74K – – –
JFG
504
JDM Financial Group
Texas
$7.65K – – –
HPC
505
HM Payson & Co
Maine
$7.47K -$5.2K -90 -36%
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$7.24K -$141K -2,447 -94%
BBHC
507
Brown Brothers Harriman & Co
New York
$7.19K – – –
C
508
Covestor
United Kingdom
$6K -$5.95K -103 -45%
AW
509
Avion Wealth
Texas
$6K +$6.12K +106 +424%
BGAI
510
Bruce G. Allen Investments
Colorado
$5.64K – – –
VR
511
Vision Retirement
New Jersey
$5.64K – – –
JWA
512
JFS Wealth Advisors
Pennsylvania
$4.9K -$1.56K -27 -20%
CWM
513
Copia Wealth Management
Oregon
$4.67K -$18.1K -313 -75%
B
514
Bayban
Minnesota
$4.58K – – –
BL
515
BFSG LLC
California
$4.58K – – –
TVWM
516
Tower View Wealth Management
Wisconsin
$4.58K – – –
PWA
517
Physician Wealth Advisors
Utah
$4.31K +$3.64K +63 +203%
RIAS
518
Rachor Investment Advisory Services
Michigan
$4.03K +$809 +14 +19%
HFS
519
Hantz Financial Services
Michigan
$4K -$1.5K -26 -23%
SIC
520
SJS Investment Consulting
Ohio
$3.99K +$3K +52 +149%
CPG
521
Cornerstone Planning Group
New Jersey
$3.94K +$1.73K +30 +103%
AF
522
Abound Financial
California
$3.9K – – –
NSIM
523
North Star Investment Management
Illinois
$3.62K +$4.16K +72 +1,029%
EWP
524
Elevation Wealth Partners
California
$3.39K +$2.89K +50 +208%
JWM
525
JPL Wealth Management
Colorado
$3.25K +$4.1K +71 New
19 20
21
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