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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
301
Realta Investment Advisors
Delaware
$210K +$6.99K +381 +3%
GG
302
Gofen & Glossberg
Illinois
$206K -$1.38K -75 -0.6%
BWA
303
Blodgett Wealth Advisors
California
$206K +$239K +13,000 New
PCP
304
Proficio Capital Partners
Massachusetts
$205K
TCM
305
Tuttle Capital Management
Connecticut
$204K +$13.9K +759 +6%
WDL
306
Well Done LLC
Michigan
$201K +$233K +12,705 New
HSA
307
HBK Sorce Advisory
Pennsylvania
$200K +$232K +12,633 New
CFA
308
Carroll Financial Associates
North Carolina
$199K
FWM
309
Foresight Wealth Management
Utah
$198K +$229K +12,497 New
Principal Financial Group
310
Principal Financial Group
Iowa
$198K +$230K +12,526 New
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$196K +$11.5K +625 +5%
1WA
312
180 Wealth Advisors
Washington
$192K -$26.6K -1,450 -9%
Cerity Partners
313
Cerity Partners
New York
$191K +$222K +12,095 New
JGC
314
J. Goldman & Co
New York
$190K +$221K +12,022 New
BMSSC
315
B. Metzler seel. Sohn & Co
Germany
$189K +$217K +11,849 New
TCM
316
Traynor Capital Management
Pennsylvania
$188K +$219K +11,953 New
PWPS
317
Pinnacle Wealth Planning Services
Ohio
$182K +$211K +11,500 New
VWA
318
Visionary Wealth Advisors
Illinois
$180K +$208K +11,358 New
GWMIA
319
Global Wealth Management Investment Advisory
Florida
$179K +$67.9K +3,697 +48%
FBC
320
Fairfield, Bush & Co
Connecticut
$179K +$207K +11,300 New
FT
321
Fiduciary Trust
Massachusetts
$177K +$205K +11,176 New
KFP
322
KMG Fiduciary Partners
Ohio
$175K -$23.7K -1,290 -10%
PA
323
PSI Advisors
Florida
$175K +$47.5K +2,590 +30%
ACS
324
Archford Capital Strategies
Illinois
$174K
BSW
325
Buckingham Strategic Wealth
Missouri
$174K +$202K +11,012 New