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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$2.11K +312 +73%
CCM
402
Cribstone Capital Management
Maine
$4K +$5.07K +750 New
HFA
403
HC Financial Advisors
California
$4K +$5.41K +800 New
Bank Julius Baer & Co
404
Bank Julius Baer & Co
Switzerland
$4K +$5.44K +805 New
PLU
405
Performa Ltd (US)
South Carolina
$4K +$5.74K +850 New
CT
406
Cambridge Trust
Massachusetts
$3K -$824 -122 -16%
BA
407
Bellwether Advisors
Nebraska
$3K – – –
EWM
408
Evermay Wealth Management
Virginia
$3K – – –
NSIM
409
North Star Investment Management
Illinois
$3K – – –
PCG
410
Private Capital Group
Connecticut
$3K – – –
SIC
411
Salem Investment Counselors
North Carolina
$3K – – –
SC
412
Steph & Co
Wisconsin
$3K – – –
TIM
413
Tortoise Investment Management
New York
$3K – – –
PFBT
414
Parkside Financial Bank & Trust
Missouri
$3K +$3.01K +445 +297%
MHR
415
Matthew Hamilton Rosenberg
$3K +$4.05K +600 New
SC
416
Stephens Consulting
Michigan
$2.63K – – –
NL
417
NVWM LLC
Pennsylvania
$2K -$13K -1,922 -83%
FF
418
FourThought Financial
Florida
$2K -$34 -5 -1%
GRP
419
Global Retirement Partners
California
$2K – – –
LWANC
420
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
PFSC
421
Peoples Financial Services Corp
Pennsylvania
$2K – – –
TFA
422
Toth Financial Advisory
Virginia
$2K – – –
DCM
423
Davidson Capital Management
Texas
$2K +$622 +92 +39%
HR
424
Howe & Rusling
New York
$2K +$1.69K +250 +333%
GWSG
425
GPS Wealth Strategies Group
Colorado
$2K +$3.18K +470 New