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Affirm

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Liberty Wealth Management
California
$12K +$9.72K +100 New
IFAM
177
Institutional & Family Asset Management
Colorado
$11K +$14.6K +150 New
TIM
178
Tortoise Investment Management
New York
$8K +$10.7K +110 New
RWB
179
RMR Wealth Builders
New Jersey
$7K +$9.23K +95 New
EW
180
Evoke Wealth
California
$7K +$9.72K +100 New
GWM
181
Geneos Wealth Management
Colorado
$7K +$9.72K +100 New
MA
182
MCF Advisors
Kentucky
$7K +$9.72K +100 New
NL
183
NVWM LLC
Pennsylvania
$7K +$9.72K +100 New
RCA
184
Ranch Capital Advisors
Florida
$7K +$9.72K +100 New
TVWM
185
Tower View Wealth Management
Wisconsin
$7K +$9.72K +100 New
WIM
186
Westside Investment Management
California
$5.83K +$245K +2,520 New
AWM
187
AllSquare Wealth Management
New York
$5K +$6.61K +68 New
AF
188
Allworth Financial
California
$5K +$6.61K +68 New
PMFA
189
Plante Moran Financial Advisors
Michigan
$5K +$7.19K +74 New
CA
190
Centerpoint Advisors
Massachusetts
$4K +$4.86K +50 New
NFG
191
Next Financial Group
Texas
$4K +$4.86K +50 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$4K +$4.86K +50 New
TCM
193
Tradewinds Capital Management
Washington
$4K +$4.86K +50 New
GAM
194
Gemmer Asset Management
California
$4K +$5.34K +55 New
HI
195
Harbour Investments
Wisconsin
$4K +$5.83K +60 New
FIA
196
FNY Investment Advisers
New York
$4K +$6.8K +70 New
HR
197
Howe & Rusling
New York
$3K +$3.5K +36 New
MCM
198
Manchester Capital Management
Vermont
$3K +$3.69K +38 New
ADL
199
Asset Dedication LLC
California
$3K +$4.47K +46 New
GWS
200
Glassman Wealth Services
Virginia
$3K +$4.76K +49 New