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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
401
Capital Advisors Inc
Oklahoma
$80K -$140K -19,800 -62%
TCA
402
Transcend Capital Advisors
New Jersey
$79.6K – – –
TPWA
403
Twin Peaks Wealth Advisors
California
$79.3K +$7.05K +1,000 +9%
SAG
404
SageView Advisory Group
California
$78.6K +$69.1K +9,795 +467%
SWM
405
Silverlake Wealth Management
Vermont
$78.4K +$83.7K +11,866 New
PA
406
Procyon Advisors
Connecticut
$78K -$705 -100 -0.8%
QWM
407
Quadcap Wealth Management
Texas
$76.7K +$6.43K +912 +9%
SCM
408
Steele Capital Management
Iowa
$76K +$5.29K +750 +7%
FA
409
Fermata Advisors
California
$75.9K +$81K +11,485 New
MA
410
Modus Advisors
Minnesota
$75.2K +$5.29K +750 +7%
BW
411
Bison Wealth
Georgia
$74.8K – – –
NP
412
NorthRock Partners
Minnesota
$74.4K -$6.96K -987 -8%
WP
413
Wealthspan Partners
Iowa
$73.5K +$78.4K +11,116 New
BCV
414
Banque Cantonale Vaudoise
Switzerland
$73K -$24.7K -3,500 -24%
KNW
415
Kesler Norman & Wride
Utah
$72.7K – – –
KA
416
KLCM Advisors
Wisconsin
$72.7K – – –
JCM
417
Jacobi Capital Management
Pennsylvania
$72K -$3.53K -500 -4%
YCM
418
Yousif Capital Management
Michigan
$71.1K +$5.08K +720 +7%
PFGIA
419
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$75.7K +10,735 New
WWM
420
Wolff Wiese Magana
California
$70.4K -$406K -57,573 -84%
WHG
421
Westwood Holdings Group
Texas
$70.4K +$75.1K +10,646 New
AMG
422
Advisors Management Group
Wisconsin
$70K +$75.1K +10,651 New
MHR
423
Matthew Hamilton Rosenberg
$69.4K – – –
SAF
424
Smith Anglin Financial
Texas
$69.4K +$1.41K +200 +2%
CCWM
425
Cassaday & Co Wealth Management
Virginia
$69.1K +$3.17K +450 +5%
15 16
17
18 19