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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
426
Burr Financial Services
California
$181K +$21.5K +1,490 +11%
SFA
427
Sequoia Financial Advisors
Ohio
$181K +$224K +15,544 New
UWM
428
USAdvisors Wealth Management
Minnesota
$180K +$223K +15,500 New
HH
429
Hilltop Holdings
Texas
$180K +$18.9K +1,312 +9%
GVAG
430
Great Valley Advisor Group
Delaware
$179K -$116K -8,026 -34%
HGA
431
Hobbs Group Advisors
South Carolina
$178K -$485K -33,661 -69%
RG
432
Rathbones Group
United Kingdom
$176K +$219K +15,167 New
GSIAS
433
Garden State Investment Advisory Services
New Jersey
$176K +$19.2K +1,330 +10%
FW
434
FullCircle Wealth
Texas
$176K -$8.65K -600 -4%
TAM
435
Tucker Asset Management
Colorado
$175K +$11.1K +769 +5%
GAM
436
Gotham Asset Management
New York
$174K – – –
DAS
437
Dynamic Advisor Solutions
Arizona
$174K +$216K +14,959 New
FWP
438
FAS Wealth Partners
Kansas
$172K -$14.4K -1,000 -6%
NP
439
NorthRock Partners
Minnesota
$172K +$213K +14,773 New
APW
440
Axim Planning & Wealth
Ohio
$170K -$67.2K -4,662 -24%
BP
441
Ballentine Partners
Massachusetts
$170K +$21.6K +1,497 +11%
QL
442
Quarry LP
New York
$170K +$166K +11,530 +372%
AC
443
Avestar Capital
New York
$170K – – –
GLA
444
Good Life Advisors
Pennsylvania
$169K -$135K -9,402 -39%
SAF
445
Smith Anglin Financial
Texas
$168K -$721 -50 -0.3%
CCWM
446
Cassaday & Co Wealth Management
Virginia
$167K -$79.3K -5,500 -28%
PA
447
Procyon Advisors
Connecticut
$167K +$12.1K +842 +6%
PAS
448
Park Avenue Securities
New York
$164K +$1.82K +126 +0.9%
KCFA
449
Key Client Fiduciary Advisors
New Jersey
$164K +$20.8K +1,445 +11%
CA
450
CoreCap Advisors
Michigan
$162K -$42.6K -2,957 -18%
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