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Affirm
AFRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
601
Hughes Financial Services
Virginia
$1.71K – – –
HHCP
602
Hilton Head Capital Partners
South Carolina
$1.71K +$1.66K +23 New
ADL
603
Asset Dedication LLC
California
$1.64K – – –
CT
604
Clearstead Trust
Maine
$1.56K – – –
BHWM
605
Beaird Harris Wealth Management
Texas
$1.41K +$1.29K +18 +1,800%
PS
606
PayPay Securities
Japan
$1.26K -$1.37K -19 -53%
BHWM
607
Bay Harbor Wealth Management
Maryland
$1.26K +$648 +9 +113%
RWM
608
Raffa Wealth Management
District of Columbia
$1.19K +$576 +8 +100%
TCM
609
Tradewinds Capital Management
Washington
$1.12K – – –
HWA
610
Heritage Wealth Advisors
Virginia
$1.12K – – –
SGK
611
Steigerwald Gordon & Koch
Virginia
$1.12K +$1.08K +15 New
VWWMG
612
Vermillion & White Wealth Management Group
Pennsylvania
$1.12K +$1.08K +15 New
SWM
613
SHP Wealth Management
Massachusetts
$1.05K +$1.01K +14 New
1CP
614
1015 Capital Partners
Pennsylvania
$1.04K +$1.01K +14 New
AW
615
Avion Wealth
Texas
$1K -$216 -3 -11%
EP
616
Essential Partners
California
$968 -$2.38K -33 -72%
TFG
617
Team Financial Group
California
$893 – – –
IPS
618
Investors Portfolio Services
Washington
$826 +$792 +11 New
PWA
619
Principia Wealth Advisory
Texas
$819 +$216 +3 +38%
HIA
620
HFM Investment Advisors
New Jersey
$745 +$216 +3 +43%
BCH
621
Berkshire Capital Holdings
California
$744 – – –
VWM
622
Vermillion Wealth Management
Minnesota
$744 – – –
ACA
623
American Capital Advisory
Idaho
$670 -$72 -1 -10%
CTC
624
Central Trust Company
Missouri
$645 +$648 +9 New
MCM
625
MV Capital Management
Maryland
$596 – – –
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