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Affirm
AFRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
551
HM Payson & Co
Maine
$13.3K – – –
PWPS
552
Pinnacle Wealth Planning Services
Ohio
$13.3K +$327 +5 +3%
BWA
553
Basecamp Wealth Advisors
Washington
$12.8K -$2.42K -37 -19%
BBHC
554
Brown Brothers Harriman & Co
New York
$12.8K – – –
IA
555
IFG Advisory
Georgia
$12.2K +$9.8K +150 New
AP
556
Aspect Partners
Virginia
$12.1K -$2.55K -39 -21%
AW
557
Avion Wealth
Texas
$12K +$1.63K +25 +19%
JWA
558
JFS Wealth Advisors
Pennsylvania
$12K +$2.61K +40 +37%
EWP
559
Elevation Wealth Partners
California
$11.2K +$4.12K +63 +85%
TRCT
560
Tower Research Capital (TRC)
New York
$10.5K -$774K -11,845 -99%
BGAI
561
Bruce G. Allen Investments
Colorado
$10K – – –
C
562
Covestor
United Kingdom
$10K +$65 +1 +0.8%
BWL
563
Bogart Wealth LLC
Virginia
$9.13K +$3.27K +50 +81%
FC
564
Financial Consulate
Maryland
$8.48K +$6.54K +100 +2,500%
AW
565
Ankerstar Wealth
Texas
$8.4K -$5.49K -84 -45%
CWM
566
Copia Wealth Management
Oregon
$8.32K – – –
BAM
567
Byrne Asset Management
New Jersey
$8.15K -$9.8K -150 -60%
B
568
Bayban
Minnesota
$8.15K – – –
BL
569
BFSG LLC
California
$8.15K – – –
TVWM
570
Tower View Wealth Management
Wisconsin
$8.15K – – –
SC
571
SouthState Corp
Florida
$7.83K -$18.4K -281 -75%
RBI
572
Raiffeisen Bank International
Austria
$7.77K -$6.54K -100 -51%
PWA
573
Physician Wealth Advisors
Utah
$7.75K +$65 +1 +1%
AF
574
Abound Financial
California
$6.93K – – –
TWD
575
True Wealth Design
Ohio
$6.69K +$1.7K +26 +46%
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23
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