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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
401
Raymond James Trust
Florida
$104K -$8.39K -1,155 -8%
BP
402
Ballentine Partners
Massachusetts
$104K -$6.83K -940 -7%
MAG
403
Mayfair Advisory Group
Alabama
$102K +$88.6K +12,185 New
TWC
404
TD Waterhouse Canada
Ontario, Canada
$101K -$7.27K -1,000 -7%
KFSC
405
Keystone Financial Services (Colorado)
Colorado
$99.2K +$91.7K +12,622 New
PAS
406
Point72 Asia (Singapore)
Singapore
$99.1K +$91.7K +12,612 New
ITFISA
407
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$99K +$91.6K +12,600 New
PA
408
Procyon Advisors
Connecticut
$98.2K +$5.03K +692 +6%
FA
409
Fermata Advisors
California
$98.1K +$7.27K +1,000 +9%
MGIA
410
Moneta Group Investment Advisors
Missouri
$97.1K +$89.8K +12,348 New
PG
411
Prostatis Group
Maryland
$95.9K – – –
ODG
412
O'Dell Group
Ohio
$95.2K – – –
TCA
413
Transcend Capital Advisors
New Jersey
$94.7K – – –
MSFS
414
Main Street Financial Solutions
Pennsylvania
$94.5K -$6.88K -946 -7%
MHR
415
Matthew Hamilton Rosenberg
$94.5K +$8.91K +1,226 +11%
SWM
416
Silverlake Wealth Management
Vermont
$94.4K +$1.02K +140 +1%
CW
417
CreativeOne Wealth
Kansas
$94.3K +$87.2K +12,001 New
CHA
418
Cooper/Haims Advisors
New York
$93.5K -$2.73K -375 -3%
GWMIA
419
Global Wealth Management Investment Advisory
Florida
$93.3K +$86.3K +11,870 New
JWCA
420
J.W. Cole Advisors
Florida
$91.7K -$16.6K -2,279 -16%
QWM
421
Quadcap Wealth Management
Texas
$91.2K – – –
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$6.17K +849 +8%
CD
423
Chapin Davis
Maryland
$90.6K -$21.8K -3,000 -21%
BTI
424
Blue Trust Inc
Georgia
$89.9K +$40K +5,504 +68%
FRM
425
Fox Run Management
Connecticut
$89.4K -$125K -17,205 -60%
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