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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
401
Level Four Advisory Services
Texas
$1.03M +$337K +12,080 +44%
CM
402
Castleark Management
Illinois
$1.03M +$65.5K +2,350 +6%
WWA
403
WCG Wealth Advisors
Nevada
$1.03M +$1.1M +39,299 New
KA
404
KLCM Advisors
Wisconsin
$1.02M +$590K +21,174 +118%
A
405
AlphaQuest
New York
$1.02M -$25.6K -919 -2%
MIM
406
Moseley Investment Management
Florida
$1.01M -$11K -396 -1%
RWM
407
Ritholtz Wealth Management
New York
$1.01M +$270K +9,699 +34%
GCP
408
GSA Capital Partners
United Kingdom
$1.01M -$1.08M -38,850 -50%
AV
409
ASR Vermogensbeheer
Netherlands
$1M +$1.06M +38,206 New
FCA
410
Fortis Capital Advisors
Kansas
$994K +$44.5K +1,598 +4%
FPGK
411
Financial Partners Group (Kansas)
Kansas
$993K +$137K +4,904 +13%
NP
412
NorthRock Partners
Minnesota
$982K +$106K +3,793 +11%
DC
413
Davenport & Co
Virginia
$980K -$19.3K -693 -2%
SF
414
Sun Financial
Utah
$974K +$1.04M +37,187 New
PWM
415
Perigon Wealth Management
California
$972K +$10.3K +368 +1%
WIA
416
World Investment Advisors
California
$964K +$147K +5,287 +17%
VT
417
Vise Technologies
New York
$956K +$523K +18,782 +106%
FFA
418
Farther Finance Advisors
California
$954K +$370K +13,276 +57%
FNT
419
First National Trust
Pennsylvania
$948K +$85.2K +3,059 +9%
MIG
420
McGuire Investment Group
Rhode Island
$941K – – –
FF
421
Friedenthal Financial
New Jersey
$926K +$985K +35,354 New
CC
422
Centiva Capital
New York
$924K +$983K +35,292 New
EMAM
423
Encompass More Asset Management
California
$920K +$980K +35,157 New
GCM
424
Generation Capital Management
New York
$917K +$977K +35,045 New
HHGC
425
Hunting Hill Global Capital
New York
$914K +$973K +34,916 New
15 16
17
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