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SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
276
TCI Wealth Advisors
Arizona
$10K +$9.7K +619 New
ADL
277
Asset Dedication LLC
California
$10K +$9.87K +630 New
SIC
278
Salem Investment Counselors
North Carolina
$9K – – –
CP
279
Corbenic Partners
Pennsylvania
$9K +$7.84K +500 +1,000%
CA
280
Crewe Advisors
Utah
$8K – – –
EWA
281
Evolution Wealth Advisors
Florida
$8K – – –
POIA
282
Pin Oak Investment Advisors
Texas
$8K +$7.84K +500 New
TIM
283
Tortoise Investment Management
New York
$8K +$7.84K +500 New
LFG
284
Larson Financial Group
Missouri
$7K – – –
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$7K – – –
AWA
286
Arkadios Wealth Advisors
Georgia
$7K +$3.2K +204 +82%
PCG
287
Private Capital Group
Connecticut
$7K +$7.33K +468 New
PFSC
288
Peoples Financial Services Corp
Pennsylvania
$6K – – –
LWANC
289
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K -$3.13K -200 -40%
BWL
290
Bogart Wealth LLC
Virginia
$3K +$2.52K +161 New
BIA
291
Bell Investment Advisors
California
$3K +$2.73K +174 New
HPC
292
HM Payson & Co
Maine
$2K – – –
MSFP
293
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
SC
294
Sierra Capital
Florida
$2K +$1.72K +110 New
DAM
295
Delta Asset Management
Tennessee
$2K +$2.35K +150 New
WPA
296
West Paces Advisors
Georgia
$1.11K +$1.1K +70 New
JWM
297
Janiczek Wealth Management
Colorado
$1K – – –
TCM
298
Tradewinds Capital Management
Washington
$1K – – –
BC
299
Burleson & Co
California
$1K +$376 +24 +80%
SOW
300
State of Wyoming
Wyoming
$1K +$611 +39 New
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