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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
401
Carolinas Wealth Consulting
North Carolina
$23.1K – – –
OCM
402
Orion Capital Management
California
$23.1K +$24.8K +5,000 New
TFM
403
TFC Financial Management
Massachusetts
$23.1K +$24.8K +5,000 New
FWA
404
Freedom Wealth Alliance
Wisconsin
$22K +$23.6K +4,767 New
PA
405
PSI Advisors
Florida
$21.6K -$2.98K -600 -11%
ACM
406
Advent Capital Management
New York
$21.2K +$22.8K +4,600 New
GWS
407
Glassman Wealth Services
Virginia
$20.9K -$679 -137 -3%
PMFA
408
Plante Moran Financial Advisors
Michigan
$20.8K +$9.68K +1,952 +77%
CA
409
Clearstead Advisors
Ohio
$20.5K +$10.9K +2,200 +98%
BFEC
410
Benjamin F. Edwards & Company
Missouri
$18K -$2.48K -500 -11%
MHR
411
Matthew Hamilton Rosenberg
$17.5K +$10.9K +2,200 +138%
AAP
412
Arax Advisory Partners
Colorado
$17K +$843 +170 +5%
HFS
413
Hantz Financial Services
Michigan
$17K -$4.74K -955 -21%
BAM
414
Byrne Asset Management
New Jersey
$16.1K +$17.4K +3,500 New
PCM
415
Penserra Capital Management
California
$16K -$734 -148 -4%
AWM
416
Activest Wealth Management
Florida
$15.7K -$39.7K -8,000 -91%
MCM
417
Manchester Capital Management
Vermont
$15.1K +$4.77K +961 +41%
IGWM
418
ICA Group Wealth Management
Colorado
$14.3K +$15.4K +3,100 New
RFG
419
RFP Financial Group
Georgia
$14K +$15.1K +3,037 New
SWA
420
SOA Wealth Advisors
New York
$13.9K +$446 +90 +3%
WT
421
Washington Trust
Rhode Island
$12.6K – – –
BWP
422
Baldwin Wealth Partners
Massachusetts
$12.5K – – –
GWM
423
Geneos Wealth Management
Colorado
$12.2K – – –
TC
424
Truvestments Capital
Florida
$11.6K +$12.5K +2,512 New
PFBT
425
Parkside Financial Bank & Trust
Missouri
$10.5K +$1.01K +203 +10%
15 16
17
18 19