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SoFi Technologies
SOFI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Keystone Financial Services (Colorado)
1001
Keystone Financial Services (Colorado)
Colorado
– -USD 162 k -10,176 Cerradas
Ares Systematic Credit
1002
Ares Systematic Credit
– -USD 154 k -10,156 Cerradas
VestGen Advisors
1003
VestGen Advisors
Illinois
– -USD 161 k -10,151 Cerradas
Compass Capital Corp
1004
Compass Capital Corp
Massachusetts
– -USD 161 k -10,000 Cerradas
Quadrant Capital Group
1005
Quadrant Capital Group
Ohio
– -USD 139 k -8,766 Cerradas
Red Door Wealth Management
1006
Red Door Wealth Management
Tennessee
– -USD 136 k -8,550 Cerradas
KAS
1007
Kemnay Advisory Services
New York
– -USD 116 k -7,301 Cerradas
Vestor Capital
1008
Vestor Capital
Illinois
– -USD 104 k -6,532 Cerradas
Tortoise Investment Management
1009
Tortoise Investment Management
New York
– -USD 87.8 k -5,527 Cerradas
Blue Bell Private Wealth Management
1010
Blue Bell Private Wealth Management
Pennsylvania
– -USD 79 k -4,976 Cerradas
Arkos Global Advisors
1011
Arkos Global Advisors
Texas
– -USD 76 k -4,800 Cerradas
Evolution Wealth Management
1012
Evolution Wealth Management
Florida
– -USD 67.3 k -4,240 Cerradas
Innovative Asset Advisors Group
1013
Innovative Asset Advisors Group
Connecticut
– -USD 58 k -3,650 Cerradas
Basecamp Wealth Advisors
1014
Basecamp Wealth Advisors
Washington
– -USD 53.2 k -3,348 Cerradas
Legacy Wealth Management (Idaho)
1015
Legacy Wealth Management (Idaho)
Idaho
– -USD 47.7 k -3,002 Cerradas
Golden State Equity Partners
1016
Golden State Equity Partners
California
– -USD 40.1 k -2,523 Cerradas
Aster Capital Management
1017
Aster Capital Management
United Arab Emirates
– -USD 24.1 k -2,068 Cerradas
Opal Wealth Advisors
1018
Opal Wealth Advisors
New York
– -USD 23.8 k -1,500 Cerradas
Signature Resources Capital Management
1019
Signature Resources Capital Management
California
– -USD 21.3 k -1,341 Cerradas
Strategic Investment Solutions
1020
Strategic Investment Solutions
Illinois
– -USD 19.7 k -1,242 Cerradas
TOBAM
1021
TOBAM
France
– -USD 20 k -1,237 Cerradas
Scarborough Advisors
1022
Scarborough Advisors
Maryland
– -USD 13.2 k -829 Cerradas
Aviso Financial
1023
Aviso Financial
Ontario, Canada
– -USD 12.7 k -800 Cerradas
Swiss Re
1024
Swiss Re
Switzerland
– -USD 12.7 k -800 Cerradas
Wellington-Altus USA
1025
Wellington-Altus USA
Manitoba, Canada
– -USD 14.3 k -800 Cerradas
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