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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
351
Aspiriant LLC
California
$156K – – –
VWA
352
Visionary Wealth Advisors
Illinois
$154K -$1.89K -238 -2%
NDSI
353
Newman Dignan & Sheerar Inc
Rhode Island
$151K +$121K +15,223 New
GSIAS
354
Garden State Investment Advisory Services
New Jersey
$150K -$11.7K -1,475 -9%
GAM
355
Gotham Asset Management
New York
$150K -$183 -23 -0.2%
TCBWMS
356
Texas Capital Bank Wealth Management Services
Texas
$149K -$119K -15,000 -50%
AGP
357
Autumn Glory Partners
Texas
$149K +$119K +15,000 New
CSPIA
358
Cary Street Partners Investment Advisory
Virginia
$149K +$119K +15,000 New
CC
359
Centiva Capital
New York
$149K +$119K +15,000 New
A
360
AlphaQuest
New York
$146K +$117K +14,705 New
AC
361
Avestar Capital
New York
$145K -$5.96K -750 -5%
PA
362
Probity Advisors
Texas
$143K +$114K +14,386 New
SPC
363
Sigma Planning Corp
Michigan
$139K -$109K -13,768 -50%
VA
364
Vident Advisory
Georgia
$139K +$111K +13,988 New
BWP
365
Balboa Wealth Partners
Arizona
$136K -$94.9K -11,936 -47%
CHA
366
Cooper/Haims Advisors
New York
$135K -$15.1K -1,900 -12%
MFG
367
MidWestOne Financial Group
Iowa
$133K +$1.97K +248 +2%
IAS
368
Insigneo Advisory Services
Florida
$132K +$105K +13,263 New
WFAG
369
Worth Financial Advisory Group
North Carolina
$132K -$4.17K -525 -4%
CD
370
Chapin Davis
Maryland
$132K +$105K +13,225 New
JWCA
371
J.W. Cole Advisors
Florida
$131K -$22.1K -2,775 -17%
BSW
372
Buckingham Strategic Wealth
Missouri
$130K +$2.4K +302 +2%
T
373
TrueFG
Texas
$129K – – –
MLIC
374
Mandatum Life Insurance Company
Finland
$129K +$103K +12,947 New
BWM
375
Bulltick Wealth Management
Florida
$129K -$15.6K -1,967 -13%
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