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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
426
Parkside Financial Bank & Trust
Missouri
$10.5K +$1.01K +203 +10%
IAIM
427
Industrial Alliance Investment Management
Quebec, Canada
$10K – – –
CTC
428
Central Trust Company
Missouri
$9.48K -$27.3K -5,514 -73%
BC
429
Barrett & Company
Rhode Island
$9.22K – – –
EE
430
EWG Elevate
California
$9.22K +$9.92K +2,000 New
LSA
431
Leonteq Securities AG
Switzerland
$8.85K +$5.46K +1,100 +134%
AWM
432
Accurate Wealth Management
Florida
$7.68K +$7.44K +1,500 New
PA
433
Parallel Advisors
California
$6.9K -$12.9K -2,601 -63%
AF
434
Advisornet Financial
Minnesota
$6.68K – – –
BIA
435
Bell Investment Advisors
California
$6.58K +$3.25K +655 +85%
C
436
Covestor
United Kingdom
$6K -$184 -37 -3%
PPWM
437
PFG Private Wealth Management
Florida
$6K – – –
BAAM
438
Baker Avenue Asset Management
California
$5.97K +$6.42K +1,295 New
GRP
439
Global Retirement Partners
California
$5.82K -$744 -150 -11%
HS
440
Horan Securities
United States
$5.07K +$4.96K +1,000 +1,000%
GJIA
441
Glass Jacobson Investment Advisors
Maryland
$5.07K +$5.46K +1,100 New
OIA
442
Optimum Investment Advisors
Illinois
$5.05K -$1.49K -300 -22%
BONH
443
Bank of New Hampshire
New Hampshire
$5K – – –
FCB
444
First Command Bank
Texas
$5K – – –
FCFS
445
First Command Financial Services
Texas
$5K – – –
YC
446
Yarbrough Capital
Tennessee
$4.61K +$4.96K +1,000 New
QCG
447
Quadrant Capital Group
Ohio
$3.9K -$818 -165 -16%
FWM
448
Focused Wealth Management
New York
$3.69K – – –
BCM
449
Bourgeon Capital Management
Connecticut
$3.49K +$3.75K +757 New
BBPWM
450
Blue Bell Private Wealth Management
Pennsylvania
$3.39K – – –
16 17
18
19 20