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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
301
Boothbay Fund Management
New York
$161K +$77.8K +8,847 +79%
CPRC
302
Consolidated Portfolio Review Corp
New York
$160K
LFAS
303
Level Four Advisory Services
Texas
$160K +$79.7K +9,062 +83%
CA
304
Calton & Associates
Florida
$160K -$20.7K -2,350 -11%
OHWP
305
Oak Harbor Wealth Partners
North Carolina
$160K
WIA
306
World Investment Advisors
California
$159K
DI
307
DDFG Inc
California
$159K
RA
308
Resolute Advisors
California
$158K
IC
309
IEQ Capital
California
$154K +$34.5K +3,929 +26%
APW
310
Axim Planning & Wealth
Ohio
$153K +$168K +19,100 New
Comerica Bank
311
Comerica Bank
Texas
$152K +$167K +19,008 New
CWC
312
Carolinas Wealth Consulting
North Carolina
$151K +$176K +20,000 New
NAS
313
NWF Advisory Services
California
$149K
CAM
314
Concorde Asset Management
Michigan
$149K +$18.7K +2,124 +13%
SG
315
StoneX Group
New York
$148K +$163K +18,569 New
PCM
316
Pointe Capital Management
Michigan
$148K
AIM
317
Allen Investment Management
New York
$147K +$162K +18,402 New
CA
318
Claro Advisors
Massachusetts
$147K -$196K -22,333 -55%
MIM
319
MetLife Investment Management
New Jersey
$145K +$220 +25 +0.1%
B
320
Bensler
Washington
$143K +$7.39K +840 +5%
IAA
321
Independent Advisor Alliance
North Carolina
$140K +$47.6K +5,417 +45%
BFG
322
Bleakley Financial Group
New Jersey
$139K +$45.1K +5,126 +42%
SS
323
Simplicity Solutions
Minnesota
$139K +$45.3K +5,147 +42%
TCM
324
Traynor Capital Management
Pennsylvania
$139K +$33.8K +3,842 +28%
RWMG
325
Redwood Wealth Management Group
New Jersey
$137K +$9.81K +1,116 +7%