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Affirm
AFRM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
526
Aventura Private Wealth
Florida
$2.42K – – –
CFO
527
CVA Family Office
Colorado
$2.42K – – –
PPA
528
Painted Porch Advisors
California
$2.42K – – –
TWD
529
True Wealth Design
Ohio
$2.42K +$778 +15 +75%
CPG
530
Cornerstone Planning Group
New Jersey
$1.8K +$363 +7 +41%
HFS
531
Hughes Financial Services
Virginia
$1.78K +$726 +14 +156%
RIL
532
Rothschild Investment LLC
Illinois
$1.73K +$778 +15 +150%
ADL
533
Asset Dedication LLC
California
$1.52K – – –
DPW
534
DiNuzzo Private Wealth
Pennsylvania
$1.52K +$415 +8 +57%
CT
535
Clearstead Trust
Maine
$1.45K -$1.14K -22 -51%
TIM
536
Total Investment Management
Arizona
$1.45K +$1.09K +21 New
EP
537
Essential Partners
California
$1.31K +$985 +19 New
WA
538
WPG Advisers
Maryland
$1.31K +$985 +19 New
WA
539
Whipplewood Advisors
Colorado
$1.18K -$11.8K -227 -93%
TCM
540
Tradewinds Capital Management
Washington
$1.04K -$13K -250 -94%
HWA
541
Heritage Wealth Advisors
Virginia
$1.04K – – –
HCM
542
Hollencrest Capital Management
California
$1.04K +$778 +15 New
WCM
543
Winthrop Capital Management
Indiana
$1K – – –
AW
544
Avion Wealth
Texas
$1K +$881 +17 +340%
SIC
545
SJS Investment Consulting
Ohio
$899 -$467 -9 -41%
TFG
546
Team Financial Group
California
$830 +$622 +12 New
RFS
547
Richardson Financial Services
Massachusetts
$761 – – –
RAM
548
Riggs Asset Management
Pennsylvania
$761 – – –
PWA
549
Physician Wealth Advisors
Utah
$692 -$1.61K -31 -76%
RA
550
Rise Advisors
New York
$691 -$311 -6 -38%
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