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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
276
Fortis Advisors
Pennsylvania
$350K – – –
IAIM
277
International Assets Investment Management
Florida
$347K +$121K +16,581 +60%
LFAS
278
Level Four Advisory Services
Texas
$342K -$6.26K -862 -3%
ACS
279
Archford Capital Strategies
Illinois
$338K +$414 +57 +0.2%
SPC
280
Sigma Planning Corp
Michigan
$337K -$95.1K -13,084 -23%
EC
281
EntryPoint Capital
New York
$336K +$217K +29,874 +231%
EF
282
Empowered Funds
Pennsylvania
$324K +$14.2K +1,951 +5%
SC
283
Savant Capital
Illinois
$321K +$296K +40,778 New
CA
284
Calton & Associates
Florida
$318K +$73.3K +10,090 +33%
NL
285
NWAM LLC
Washington
$315K +$52.7K +7,255 +22%
CWC
286
Carolinas Wealth Consulting
North Carolina
$314K +$291K +40,000 New
DWM
287
Drive Wealth Management
Utah
$309K +$29.5K +4,063 +12%
PWM
288
Perigon Wealth Management
California
$301K -$6.26K -862 -2%
HCP
289
Hexagon Capital Partners
Arkansas
$292K +$1.82K +251 +0.7%
SCM
290
Sterling Capital Management
North Carolina
$283K +$262K +36,033 New
BI
291
Bramshill Investments
Florida
$283K +$262K +36,000 New
FFM
292
Forum Financial Management
Illinois
$283K +$1.85K +254 +0.7%
MIG
293
McGuire Investment Group
Rhode Island
$283K -$29.1K -4,000 -10%
WWS
294
Wellington Wealth Strategies
Indiana
$282K +$183K +25,208 New
OTL
295
Oak Thistle LLC
New York
$281K -$45.1K -6,207 -15%
AF
296
Aldebaran Financial
$280K -$29.1K -4,000 -10%
BAM
297
Belpointe Asset Management
Nevada
$277K +$11.4K +1,565 +5%
IWC
298
Integrated Wealth Concepts
Massachusetts
$271K +$111K +15,301 +80%
CF
299
Cantor Fitzgerald
New York
$270K +$250K +34,370 New
WCFA
300
Walkner Condon Financial Advisors
Wisconsin
$264K +$647 +89 +0.3%
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