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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WGC
376
Watts Gwilliam & Co
Arizona
$125K +$133K +16,697 New
FWP
377
FAS Wealth Partners
Kansas
$123K +$7.94K +1,000 +6%
BSW
378
Buckingham Strategic Wealth
Missouri
$122K +$29.3K +3,694 +28%
ZIG
379
Zullo Investment Group
Pennsylvania
$120K -$13.9K -1,750 -10%
AFG
380
Albion Financial Group
Utah
$120K
RWA
381
Redhawk Wealth Advisors
Minnesota
$118K -$4.7K -592 -4%
RCM
382
Riverwood Capital Management
California
$117K
GSIAS
383
Garden State Investment Advisory Services
New Jersey
$115K +$6.57K +827 +5%
AL
384
Aspiriant LLC
California
$114K
GWMIA
385
Global Wealth Management Investment Advisory
Florida
$110K +$40.6K +5,116 +52%
VCM
386
Vivaldi Capital Management
Illinois
$110K
NWM
387
Northwest Wealth Management
Iowa
$110K +$39.7K +5,000 +50%
GAM
388
Gotham Asset Management
New York
$109K -$254 -32 -0.2%
MFG
389
MidWestOne Financial Group
Iowa
$109K +$12.5K +1,572 +12%
SG Americas Securities
390
SG Americas Securities
New York
$109K -$138K -17,418 -54%
CM
391
Caption Management
Oklahoma
$108K +$118K +14,797 New
BCV
392
Banque Cantonale Vaudoise
Switzerland
$107K +$15.9K +2,000 +16%
AC
393
Avestar Capital
New York
$106K
PNC Financial Services Group
394
PNC Financial Services Group
Pennsylvania
$106K +$26K +3,274 +29%
CAI
395
Capital Advisors Inc
Oklahoma
$102K +$156K +19,700 +162%
VWA
396
Visionary Wealth Advisors
Illinois
$102K -$11.9K -1,500 -10%
BFG
397
Bleakley Financial Group
New Jersey
$102K +$22K +2,766 +25%
SW
398
Simplicity Wealth
New Jersey
$102K +$111K +13,959 New
TWC
399
TD Waterhouse Canada
Ontario, Canada
$101K +$37.3K +4,693 +60%
CHA
400
Cooper/Haims Advisors
New York
$101K +$2.18K +275 +2%