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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Evermay Wealth Management
Virginia
$22K +$25.2K +1,375 New
MHR
377
Matthew Hamilton Rosenberg
$21K – – –
NC
378
NewSquare Capital
Pennsylvania
$21K – – –
FWA
379
FSC Wealth Advisors
New York
$21K +$23.9K +1,300 New
PA
380
Parallel Advisors
California
$20K -$9.56K -521 -29%
US Bancorp
381
US Bancorp
Minnesota
$16K +$275 +15 +2%
TWA
382
TCI Wealth Advisors
Arizona
$16K +$7.34K +400 +65%
SC
383
Stephens Consulting
Michigan
$15.8K +$18.4K +1,000 New
RFA
384
Reilly Financial Advisors
California
$14K +$1.98K +108 +14%
POIA
385
Pin Oak Investment Advisors
Texas
$14K +$7.34K +400 +80%
CP
386
Corbenic Partners
Pennsylvania
$13K +$4.59K +250 +45%
MCM
387
Manchester Capital Management
Vermont
$13K +$15.2K +830 New
SIC
388
Salem Investment Counselors
North Carolina
$12K +$3.3K +180 +33%
LFG
389
Larson Financial Group
Missouri
$12K +$5.41K +295 +63%
BBPWM
390
Blue Bell Private Wealth Management
Pennsylvania
$11K +$12.8K +700 New
PCG
391
Private Capital Group
Connecticut
$10K +$2.42K +132 +28%
SC
392
Sculptor Capital
New York
$10K +$11.4K +619 New
DHGWA
393
Dixon Hughes Goodman Wealth Advisors
North Carolina
$9K +$11K +600 New
TIM
394
Tortoise Investment Management
New York
$8K – – –
CFGS
395
Concourse Financial Group Securities
Alabama
$8K +$9.18K +500 New
NSIM
396
North Star Investment Management
Illinois
$8K +$9.18K +500 New
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$7K – – –
BWL
398
Bogart Wealth LLC
Virginia
$7K +$5.45K +297 +184%
PFSC
399
Peoples Financial Services Corp
Pennsylvania
$6K – – –
TFA
400
Toth Financial Advisory
Virginia
$6K +$6.42K +350 New