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Affirm

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
526
CVA Family Office
Colorado
$41.5K +$9.15K +140 +38%
CAL
527
Capital Advisors Ltd
Ohio
$40K – – –
HI
528
Harbour Investments
Wisconsin
$37.8K +$4.05K +62 +15%
KFAS
529
Keating Financial Advisory Services
Kansas
$37.5K +$5.1K +78 +20%
SFG
530
Strive Financial Group
Indiana
$36.7K – – –
VSQM
531
V-Square Quantitative Management
Illinois
$35.8K -$5.1K -78 -15%
TCM
532
Triumph Capital Management
Colorado
$34.9K – – –
MG
533
Mather Group
Illinois
$32.7K -$1.11K -17 -4%
SC
534
Swan Capital
Florida
$32.6K – – –
TPCW
535
TD Private Client Wealth
New York
$31.8K +$13.7K +209 +115%
AssetMark Inc
536
AssetMark Inc
California
$30.3K +$4.25K +65 +21%
PUI
537
Purpose Unlimited Inc
$28.9K -$196 -3 -0.8%
GSIAS
538
Garden State Investment Advisory Services
New Jersey
$28.9K – – –
Bessemer Group
539
Bessemer Group
New Jersey
$27K -$131 -2 -0.6%
BC
540
Burnham & Co
Michigan
$24.5K +$19.6K +300 New
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$24.4K -$2.35K -36 -11%
OCWP
542
Owl Creek Wealth Partners
Colorado
$23.6K – – –
HIW
543
Holos Integrated Wealth
Pennsylvania
$21.7K – – –
PWMG
544
Private Wealth Management Group
New Jersey
$20.6K – – –
FFO
545
Fortitude Family Office
Arizona
$20.6K +$784 +12 +5%
MCA
546
McGuire Capital Advisors
Oklahoma
$20.4K – – –
SEP
547
Signature Equity Partners
Ohio
$20.2K +$14.6K +223 +892%
BF
548
BOK Financial
Oklahoma
$19.8K +$15.9K +243 New
APFP
549
Action Point Financial Planning
Michigan
$16.6K +$13.5K +206 New
TC
550
Tacita Capital
Ontario, Canada
$16.3K – – –