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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
401
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
FF
402
FourThought Financial
Florida
$5K +$4.31K +235 +214%
FAG
403
Fortitude Advisory Group
Washington
$5K +$5.51K +300 New
AAP
404
Arax Advisory Partners
Colorado
$4K +$4.07K +222 New
AIP
405
Ahrens Investment Partners
Louisiana
$4K +$4.22K +230 New
CAL
406
Capital Analysts LLC
Pennsylvania
$4K +$4.41K +240 New
PG
407
Proffitt & Goodson
Tennessee
$4K +$5.05K +275 New
DAM
408
Delta Asset Management
Tennessee
$3K +$459 +25 +17%
MSFP
409
Mark Sheptoff Financial Planning
Connecticut
$3K +$918 +50 +33%
TWM
410
Tradition Wealth Management
Minnesota
$3K +$2.94K +160 New
DCM
411
Davidson Capital Management
Texas
$3K +$3.27K +178 New
BG
412
Bollard Group
Massachusetts
$3K +$3.67K +200 New
CWP
413
Concord Wealth Partners
Virginia
$3K +$3.67K +200 New
TFS
414
TrustCore Financial Services
Tennessee
$2K -$9.18K -500 -83%
HPC
415
HM Payson & Co
Maine
$2K
SC
416
Sierra Capital
Florida
$2K
LWA
417
Lowe Wealth Advisors
Maryland
$2K +$1.83K +100 New
TFGT
418
TS Financial Group (TSFG)
Illinois
$2K +$1.83K +100 New
YAL
419
Your Advocates Ltd
Texas
$2K +$1.83K +100 New
PMFA
420
Plante Moran Financial Advisors
Michigan
$2K +$1.93K +105 New
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$2K +$2.2K +120 New
CT
422
Cambridge Trust
Massachusetts
$2K +$2.24K +122 New
SIC
423
SJS Investment Consulting
Ohio
$2K +$2.46K +134 New
PFBT
424
Parkside Financial Bank & Trust
Missouri
$2K +$2.75K +150 New
WPA
425
West Paces Advisors
Georgia
$1.42K +$367 +20 +29%