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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
301
Dynamic Advisor Solutions
Arizona
$228K +$83.4K +10,500 +51%
UB
302
UMB Bank
Missouri
$228K +$65.7K +8,278 +36%
HIP
303
HUB Investment Partners
Texas
$225K +$245K +30,792 New
MIM
304
Moseley Investment Management
Florida
$224K +$31.9K +4,021 +15%
TCBWMS
305
Texas Capital Bank Wealth Management Services
Texas
$219K +$119K +15,000 +100%
IWC
306
Integrated Wealth Concepts
Massachusetts
$219K +$154K +19,395 +183%
BL
307
Balentine LLC
Georgia
$214K -$12.6K -1,584 -5%
PA
308
Pinnacle Associates
New York
$212K +$231K +29,047 New
GLA
309
Good Life Advisors
Pennsylvania
$212K +$99.1K +12,480 +76%
EC
310
EntryPoint Capital
New York
$210K +$131K +16,464 +134%
A
311
AlphaQuest
New York
$206K +$107K +13,527 +92%
APW
312
Axim Planning & Wealth
Ohio
$204K +$47.7K +6,000 +27%
SWM
313
SeaCrest Wealth Management
New York
$203K -$27.4K -3,451 -11%
WWS
314
Wellington Wealth Strategies
Indiana
$202K -$138K -17,320 -38%
CA
315
Calton & Associates
Florida
$200K +$30.4K +3,830 +16%
CNFG
316
Creegan & Nassoura Financial Group
New Hampshire
$197K – – –
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$195K +$73.7K +9,283 +53%
CAM
318
Creekmur Asset Management
Illinois
$192K -$104K -13,066 -33%
CAM
319
Columbia Asset Management
Michigan
$192K – – –
CG
320
Cutler Group
California
$189K -$122K -15,331 -37%
BAM
321
Bosun Asset Management
Illinois
$186K +$202K +25,466 New
AWM
322
Axxcess Wealth Management
California
$185K +$202K +25,405 New
DT
323
Diversified Trust
Tennessee
$185K +$54.6K +6,880 +37%
HCM
324
Highlander Capital Management
New Jersey
$183K -$11.4K -1,430 -5%
FFS
325
Founders Financial Securities
Maryland
$183K – – –
11 12
13
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