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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
301
McGuire Investment Group
Rhode Island
$86K +$5.59K +1,128 +6%
EW
302
Enzi Wealth
Texas
$85.6K +$73.3K +14,784 New
PFA
303
Pathway Financial Advisers
Indiana
$84.8K +$91.2K +18,392 New
BCM
304
Brainard Capital Management
Texas
$83.8K +$90.2K +18,186 New
PTC
305
Petrus Trust Company
Texas
$83.6K +$90K +18,144 New
SCP
306
Sender Company & Partners
New York
$83K +$89.3K +18,009 New
VWA
307
Visionary Wealth Advisors
Illinois
$82K -$11.2K -2,250 -11%
PWM
308
Prosperity Wealth Management
California
$80.9K +$87K +17,542 New
FBC
309
Fairfield, Bush & Co
Connecticut
$80.7K +$13.9K +2,800 +19%
SIA
310
SkyView Investment Advisors
New Jersey
$79K – – –
B
311
Bensler
Washington
$78.8K +$3.47K +700 +4%
AC
312
Avestar Capital
New York
$77.8K -$55.5K -11,198 -40%
NDSI
313
Newman Dignan & Sheerar Inc
Rhode Island
$77.6K +$83.5K +16,843 New
MIM
314
MetLife Investment Management
New Jersey
$76.8K +$1.48K +298 +2%
VCM
315
Vivaldi Capital Management
Illinois
$76.4K – – –
IC
316
IEQ Capital
California
$76.1K -$124 -25 -0.2%
SWM
317
Stockman Wealth Management
Montana
$76.1K +$81.8K +16,500 New
AFG
318
Albion Financial Group
Utah
$75.7K – – –
T
319
TCWP
Ohio
$75.6K +$81.3K +16,398 New
ICG
320
InterOcean Capital Group
Tennessee
$75.4K +$81.1K +16,347 New
CCM
321
Chiron Capital Management
Florida
$75.1K -$11.8K -2,370 -13%
CAM
322
Concorde Asset Management
Michigan
$74.5K +$1.98K +400 +3%
SSB
323
Sandy Spring Bank
Maryland
$73.1K -$79.4K -16,000 -50%
CA
324
Crewe Advisors
Utah
$73K -$2.48K -500 -3%
GCMG
325
Gyroscope Capital Management Group
Florida
$72.8K -$496 -100 -0.6%
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