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Affirm

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
576
Physician Wealth Advisors
Utah
$7.75K +$65 +1 +1%
AF
577
Abound Financial
California
$6.93K – – –
TWD
578
True Wealth Design
Ohio
$6.69K +$1.7K +26 +46%
JWM
579
JPL Wealth Management
Colorado
$6.36K +$458 +7 +10%
CH
580
Cromwell Holdings
Wyoming
$6.28K +$1.57K +24 +45%
HFS
581
Hantz Financial Services
Michigan
$6K -$915 -14 -16%
VR
582
Vision Retirement
New Jersey
$5.95K -$3.27K -50 -41%
SIC
583
SJS Investment Consulting
Ohio
$5.79K -$1.05K -16 -18%
MAM
584
Meeder Asset Management
Ohio
$5.71K +$719 +11 +19%
CMA
585
Cedar Mountain Advisors
Oregon
$5.46K – – –
AAG
586
Armstrong Advisory Group
Massachusetts
$5.3K – – –
CPG
587
Cornerstone Planning Group
New Jersey
$4.51K +$131 +2 +3%
CSB
588
City State Bank
Iowa
$4.49K – – –
AT
589
Arlington Trust
Alabama
$4.32K – – –
TM
590
Torren Management
California
$4.32K – – –
LF
591
LifeSteps Financial
California
$4.16K +$3.33K +51 New
GCS
592
Gordian Capital (Singapore)
Singapore
$4.08K – – –
CT
593
Clearstead Trust
Maine
$4.08K +$65 +1 +2%
SWM
594
SHP Wealth Management
Massachusetts
$3.93K +$196 +3 +7%
IAS
595
IMA Advisory Services
Colorado
$3.91K +$1.11K +17 +55%
SGFG
596
Silver Grove Financial Group
New York
$3.83K +$3.07K +47 New
RWS
597
Retirement Wealth Solutions
Wisconsin
$3.59K +$588 +9 +26%
SWA
598
SOA Wealth Advisors
New York
$3.34K – – –
AG
599
AmeriFlex Group
Nevada
$3.26K +$2.61K +40 New
CCMI
600
Creative Capital Management Investments
California
$3.18K +$2.55K +39 New