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Affirm

Name Holding Trade Value Shares
Change
Change in
Stake
AW
576
Avion Wealth
Texas
$2K +$457 +6 +27%
TFA
577
Transamerica Financial Advisors
Florida
$1.97K +$2.06K +27 New
WA
578
WPG Advisers
Maryland
$1.83K +$457 +6 +32%
WANY
579
Wealthspire Advisors (New York)
New York
$1.75K +$1.83K +24 New
HFS
580
Hughes Financial Services
Virginia
$1.75K – – –
ADL
581
Asset Dedication LLC
California
$1.61K – – –
BWL
582
Bogart Wealth LLC
Virginia
$1.53K -$90.7K -1,192 -98%
CT
583
Clearstead Trust
Maine
$1.53K – – –
IWM
584
IMG Wealth Management
Florida
$1.53K +$1.6K +21 New
MAM
585
Marquette Asset Management
Minnesota
$1.46K +$1.52K +20 New
RA
586
Rise Advisors
New York
$1.17K +$457 +6 +60%
TCM
587
Tradewinds Capital Management
Washington
$1.1K – – –
HWA
588
Heritage Wealth Advisors
Virginia
$1.1K – – –
WCM
589
Winthrop Capital Management
Indiana
$1K – – –
CCM
590
Cloud Capital Management
Washington
$1K +$1.75K +23 New
SIC
591
SJS Investment Consulting
Ohio
$951 – – –
TFG
592
Team Financial Group
California
$877 – – –
PFBT
593
Parkside Financial Bank & Trust
Missouri
$804 -$3.12K -41 -79%
GFWA
594
Grey Fox Wealth Advisors
Delaware
$804 +$837 +11 New
BCH
595
Berkshire Capital Holdings
California
$731 -$15.5M -203,590 -100%
VWM
596
Vermillion Wealth Management
Minnesota
$731 – – –
ACA
597
American Capital Advisory
Idaho
$731 +$152 +2 +25%
MCM
598
MV Capital Management
Maryland
$585 – – –
PWA
599
Principia Wealth Advisory
Texas
$585 +$152 +2 +33%
RWM
600
Raffa Wealth Management
District of Columbia
$585 +$609 +8 New