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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
376
FAS Wealth Partners
Kansas
$127K -$5.09K -700 -4%
RCM
377
Riverwood Capital Management
California
$126K – – –
BRWA
378
B. Riley Wealth Advisors
Florida
$126K -$675K -92,926 -85%
VCM
379
Vivaldi Capital Management
Illinois
$124K – – –
WPC
380
Wedmont Private Capital
Pennsylvania
$123K +$108K +14,829 New
GSIAS
381
Garden State Investment Advisory Services
New Jersey
$122K -$3.63K -500 -3%
CCM
382
Coldstream Capital Management
Washington
$121K +$86K +11,826 New
CNWM
383
Clay Northam Wealth Management
California
$121K – – –
NWM
384
Northwest Wealth Management
Iowa
$120K +$2.22K +306 +2%
AF
385
Allworth Financial
California
$119K +$25K +3,440 +29%
FFWM
386
Future Financial Wealth Management
Ohio
$119K +$110K +15,110 New
SAF
387
Smith Anglin Financial
Texas
$118K +$32.7K +4,500 +43%
GAM
388
Gotham Asset Management
New York
$118K – – –
CFG
389
Cooper Financial Group
California
$118K +$109K +14,963 New
PAS
390
Park Avenue Securities
New York
$116K +$33.4K +4,592 +45%
AC
391
Avestar Capital
New York
$115K – – –
AWM
392
Accurate Wealth Management
Florida
$113K +$80.6K +11,090 New
VWA
393
Visionary Wealth Advisors
Illinois
$112K +$218 +30 +0.2%
PP
394
Paloma Partners
Connecticut
$111K +$103K +14,176 New
DB
395
Danske Bank
Denmark
$111K +$102K +14,100 New
CA
396
Crewe Advisors
Utah
$111K +$196 +27 +0.2%
CCB
397
Cutter & Co Brokerage
Missouri
$110K – – –
GFPC
398
Global Financial Private Client
Florida
$109K – – –
ICP
399
Interchange Capital Partners
Pennsylvania
$109K -$61.9K -8,514 -38%
MLIC
400
Mandatum Life Insurance Company
Finland
$109K +$101K +13,872 New
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