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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
401
Baldwin Wealth Partners
Massachusetts
$13K – – –
WWMSC
402
Wagner Wealth Management (South Carolina)
South Carolina
$13K – – –
WT
403
Washington Trust
Rhode Island
$13K – – –
WFA
404
Wipfli Financial Advisors
Wisconsin
$13K +$16.7K +2,645 New
GWM
405
Geneos Wealth Management
Colorado
$12K -$6.8K -1,075 -29%
PMFA
406
Plante Moran Financial Advisors
Michigan
$12K – – –
RTC
407
Riverview Trust Company
Washington
$12K +$14.9K +2,362 New
CA
408
Clearstead Advisors
Ohio
$11K – – –
CCM
409
Covington Capital Management
California
$11K – – –
IAIM
410
Industrial Alliance Investment Management
Quebec, Canada
$11K – – –
MCM
411
Manchester Capital Management
Vermont
$11K – – –
SWM
412
Selective Wealth Management
Virginia
$11K – – –
AF
413
Allworth Financial
California
$11K +$14.3K +2,258 +5,645%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$10K +$9.41K +1,487 +250%
BC
415
Barrett & Company
Rhode Island
$9.22K +$12.7K +2,000 New
GRP
416
Global Retirement Partners
California
$8K +$6.33K +1,000 +242%
MHR
417
Matthew Hamilton Rosenberg
$8K +$6.33K +1,000 +167%
AF
418
Advisornet Financial
Minnesota
$7K -$6.33K -1,000 -41%
OIA
419
Optimum Investment Advisors
Illinois
$7K – – –
C
420
Covestor
United Kingdom
$6K +$7.55K +1,194 +2,540%
PPWM
421
PFG Private Wealth Management
Florida
$6K +$7.91K +1,250 New
BONH
422
Bank of New Hampshire
New Hampshire
$5K – – –
BWA
423
BDO Wealth Advisors
Florida
$5K – – –
QCG
424
Quadrant Capital Group
Ohio
$5K +$569 +90 +10%
FCB
425
First Command Bank
Texas
$5K +$6.33K +1,000 New
15 16
17
18 19