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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
BOTOTLSJU
351
Board of Trustees of The Leland Stanford Junior University
California
– -$353K -18,426 Closed
SWA
352
Stratos Wealth Advisors
Ohio
– -$317K -16,531 Closed
QT
353
Quantbot Technologies
New York
– -$289K -15,104 Closed
WIC
354
Woodmont Investment Counsel
Tennessee
– -$233K -12,150 Closed
SFP
355
Sandbox Financial Partners
Maryland
– -$212K -11,062 Closed
WMSA
356
Weiss Multi-Strategy Advisers
New York
– -$211K -11,000 Closed
SAF
357
Smith Anglin Financial
Texas
– -$193K -10,046 Closed
EA
358
Emerald Advisors
Washington
– -$192K -10,000 Closed
PGWM
359
Parisi Gray Wealth Management
New Jersey
– -$81K -4,233 Closed
CWC
360
Carolinas Wealth Consulting
North Carolina
– -$80K -4,175 Closed
RCA
361
Ranch Capital Advisors
Florida
– -$45K -2,390 Closed
Schroder Investment Management Group
362
Schroder Investment Management Group
United Kingdom
– -$21K -1,083 Closed
TFA
363
Toth Financial Advisory
Virginia
– -$19K -1,000 Closed
QCG
364
Quadrant Capital Group
Ohio
– -$11K -560 Closed
CHA
365
Carmichael Hill & Associates
Maryland
– -$6K -300 Closed
SB
366
Strategic Blueprint
Georgia
– -$5K -266 Closed
GRP
367
Global Retirement Partners
California
– -$4K -225 Closed
GAM
368
Gemmer Asset Management
California
– -$3K -150 Closed
HNB
369
Huntington National Bank
Ohio
– -$2K -92 Closed
SIAP
370
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$1K -75 Closed
IHWM
371
Iron Horse Wealth Management
Iowa
– +$63 +4 New
WOC
372
West Oak Capital
California
– +$392 +25 New
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
– +$470 +30 New
EVM
374
Eaton Vance Management
Massachusetts
– +$15.7K +1,000 New