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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
326
Buckingham Strategic Wealth
Missouri
$174K +$202K +11,012 New
EWM
327
Evercore Wealth Management
New York
$172K +$199K +10,849 New
JWCA
328
J.W. Cole Advisors
Florida
$172K +$200K +10,900 New
MIC
329
Means Investment Company
Maine
$169K +$196K +10,660 New
FA
330
Fortis Advisors
Pennsylvania
$168K +$195K +10,600 New
LC
331
Lindbrook Capital
California
$166K – – –
CHA
332
Cooper/Haims Advisors
New York
$166K +$9.18K +500 +5%
IA
333
Inspire Advisors
Idaho
$166K +$193K +10,525 New
DTL
334
Dynamic Technology Lab
Singapore
$166K +$193K +10,529 New
NDSI
335
Newman Dignan & Sheerar Inc
Rhode Island
$160K +$186K +10,148 New
SIA
336
SkyView Investment Advisors
New Jersey
$158K +$184K +10,000 New
HCP
337
Hexagon Capital Partners
Arkansas
$157K +$95.8K +5,220 +111%
BAM
338
Belpointe Asset Management
Nevada
$149K -$120K -6,544 -41%
S
339
SignatureFD
Georgia
$149K -$89.9K -4,900 -34%
EAM
340
Exos Asset Management
New York
$139K -$97.8K -5,330 -38%
Swedbank
341
Swedbank
Sweden
$108K +$124K +6,744 New
VI
342
Vestcor Inc
New Brunswick, Canada
$101K +$117K +6,376 New
CA
343
CoreCap Advisors
Michigan
$93K +$108K +5,875 New
ETC
344
Exchange Traded Concepts
Oklahoma
$93K +$108K +5,892 New
HNWAG
345
High Net Worth Advisory Group
Florida
$87K +$101K +5,500 New
NFG
346
Next Financial Group
Texas
$82K +$23K +1,253 +32%
CA
347
Cornerstone Advisory
Maryland
$79K +$91.5K +4,985 New
FIA
348
FNY Investment Advisers
New York
$79K +$91.8K +5,000 New
PVH
349
Psagot Value Holdings
Israel
$71K +$82.6K +4,500 New
AFG
350
Albion Financial Group
Utah
$67K – – –