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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
426
First Command Financial Services
Texas
$5K +$6.33K +1,000 New
LSA
427
Leonteq Securities AG
Switzerland
$4K +$5.19K +820 New
EC
428
Elequin Capital
New York
$4K -$6.21K -982 -55%
POIA
429
Pin Oak Investment Advisors
Texas
$4K -$1.26K -200 -18%
Bank Julius Baer & Co
430
Bank Julius Baer & Co
Switzerland
$4K -$89 -14 -2%
FWM
431
Focused Wealth Management
New York
$4K – – –
LFG
432
Larson Financial Group
Missouri
$4K – – –
TFGT
433
TS Financial Group (TSFG)
Illinois
$4K – – –
BBPWM
434
Blue Bell Private Wealth Management
Pennsylvania
$4K +$63 +10 +1%
BIA
435
Bell Investment Advisors
California
$4K +$3.81K +603 +355%
CT
436
Cambridge Trust
Massachusetts
$3K – – –
EWM
437
Evermay Wealth Management
Virginia
$3K – – –
TWA
438
TCI Wealth Advisors
Arizona
$3K – – –
EWA
439
EverSource Wealth Advisors
Alabama
$3K +$2.75K +435 +274%
SC
440
Stephens Consulting
Michigan
$2.44K – – –
WWP
441
WR Wealth Planners
Missouri
$2.01K +$2.61K +412 New
BA
442
Bellwether Advisors
Nebraska
$2K – – –
FF
443
FourThought Financial
Florida
$2K – – –
GWSG
444
GPS Wealth Strategies Group
Colorado
$2K – – –
HR
445
Howe & Rusling
New York
$2K – – –
NSIM
446
North Star Investment Management
Illinois
$2K – – –
PFSC
447
Peoples Financial Services Corp
Pennsylvania
$2K – – –
SC
448
Steph & Co
Wisconsin
$2K – – –
TFA
449
Toth Financial Advisory
Virginia
$2K – – –
CWM
450
Castle Wealth Management
Florida
$2K +$633 +100 +35%