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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
426
Industrial Alliance Investment Management
Quebec, Canada
$10K – – –
CTC
427
Central Trust Company
Missouri
$9.48K -$27.3K -5,514 -73%
BC
428
Barrett & Company
Rhode Island
$9.22K – – –
EE
429
EWG Elevate
California
$9.22K +$9.92K +2,000 New
LSA
430
Leonteq Securities AG
Switzerland
$8.85K +$5.46K +1,100 +134%
AWM
431
Accurate Wealth Management
Florida
$7.68K +$7.44K +1,500 New
PA
432
Parallel Advisors
California
$6.9K -$12.9K -2,601 -63%
AF
433
Advisornet Financial
Minnesota
$6.68K – – –
BIA
434
Bell Investment Advisors
California
$6.58K +$3.25K +655 +85%
C
435
Covestor
United Kingdom
$6K -$184 -37 -3%
PPWM
436
PFG Private Wealth Management
Florida
$6K – – –
BAAM
437
Baker Avenue Asset Management
California
$5.97K +$6.42K +1,295 New
GRP
438
Global Retirement Partners
California
$5.82K -$744 -150 -11%
HS
439
Horan Securities
United States
$5.07K +$4.96K +1,000 +1,000%
GJIA
440
Glass Jacobson Investment Advisors
Maryland
$5.07K +$5.46K +1,100 New
OIA
441
Optimum Investment Advisors
Illinois
$5.05K -$1.49K -300 -22%
BONH
442
Bank of New Hampshire
New Hampshire
$5K – – –
FCB
443
First Command Bank
Texas
$5K – – –
FCFS
444
First Command Financial Services
Texas
$5K – – –
YC
445
Yarbrough Capital
Tennessee
$4.61K +$4.96K +1,000 New
QCG
446
Quadrant Capital Group
Ohio
$3.9K -$818 -165 -16%
FWM
447
Focused Wealth Management
New York
$3.69K – – –
BCM
448
Bourgeon Capital Management
Connecticut
$3.49K +$3.75K +757 New
BBPWM
449
Blue Bell Private Wealth Management
Pennsylvania
$3.39K – – –
LFG
450
Larson Financial Group
Missouri
$3.34K – – –
16 17
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