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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
GG
301
Gofen & Glossberg
Illinois
$123K
PCP
302
Proficio Capital Partners
Massachusetts
$122K
BTWM
303
Baker Tilly Wealth Management
Wisconsin
$122K +$148K +12,920 New
WDL
304
Well Done LLC
Michigan
$120K
Principal Financial Group
305
Principal Financial Group
Iowa
$120K +$2.37K +206 +2%
FWM
306
Foresight Wealth Management
Utah
$118K
CAWM
307
Capital Advisors Wealth Management
Washington
$118K +$143K +12,474 New
LC
308
Lindbrook Capital
California
$117K +$21.8K +1,900 +18%
PG
309
Prostatis Group
Maryland
$115K +$140K +12,200 New
VCM
310
Vivaldi Capital Management
Illinois
$114K
BMSSC
311
B. Metzler seel. Sohn & Co
Germany
$112K
KF
312
Krilogy Financial
Missouri
$112K +$137K +11,899 New
MSA
313
McAlister Sweet & Associates
Texas
$111K +$134K +11,700 New
Franklin Resources
314
Franklin Resources
California
$109K -$59.1M -5,142,731 -100%
GWMIA
315
Global Wealth Management Investment Advisory
Florida
$108K +$1.26K +110 +1%
IWN
316
Independent Wealth Network
Iowa
$107K +$130K +11,280 New
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$107K +$130K +11,281 New
FT
318
Fiduciary Trust
Massachusetts
$106K
IAA
319
Independent Advisor Alliance
North Carolina
$106K +$129K +11,200 New
EWM
320
Evercore Wealth Management
New York
$103K
WIA
321
World Investment Advisors
California
$103K +$125K +10,903 New
HSA
322
HBK Sorce Advisory
Pennsylvania
$101K -$21.9K -1,911 -15%
ACS
323
Archford Capital Strategies
Illinois
$101K +$976 +85 +0.8%
SCA
324
Snowden Capital Advisors
New York
$99K -$154K -13,434 -56%
William Blair & Company
325
William Blair & Company
Illinois
$98K +$120K +10,409 New