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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
451
Pin Oak Investment Advisors
Texas
$3K -$1.49K -300 -33%
AA
452
Ancora Advisors
Ohio
$3K +$2.98K +600 +896%
BA
453
Bellwether Advisors
Nebraska
$2.79K – – –
EWM
454
Evermay Wealth Management
Virginia
$2.77K – – –
DCM
455
Davidson Capital Management
Texas
$2.42K +$347 +70 +15%
BWA
456
BDO Wealth Advisors
Florida
$2.31K -$2.48K -500 -50%
NSIM
457
North Star Investment Management
Illinois
$2.31K – – –
NL
458
NVWM LLC
Pennsylvania
$2.31K – – –
SC
459
Stephens Consulting
Michigan
$2.31K – – –
IRAG
460
Investment Research & Advisory Group
Georgia
$2.06K +$2.22K +448 New
TFGT
461
TS Financial Group (TSFG)
Illinois
$2K -$1.97K -398 -46%
ADL
462
Asset Dedication LLC
California
$2K – – –
SC
463
Steph & Co
Wisconsin
$2K – – –
CA
464
Centerpoint Advisors
Massachusetts
$2K +$496 +100 +25%
Loomis, Sayles & Company
465
Loomis, Sayles & Company
Massachusetts
$2K +$2.64K +533 New
PFSC
466
Peoples Financial Services Corp
Pennsylvania
$1.84K – – –
TFA
467
Toth Financial Advisory
Virginia
$1.61K -$546 -110 -24%
VCM
468
Versant Capital Management
Arizona
$1.58K +$1.28K +258 +304%
RTL
469
Red Tortoise LLC
Georgia
$1.51K +$1.63K +328 New
LWANC
470
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38K – – –
CFB
471
Cullen/Frost Bankers
Texas
$1.38K +$1.49K +300 New
PFG
472
Piershale Financial Group
Illinois
$1.38K +$1.49K +300 New
TWA
473
TCI Wealth Advisors
Arizona
$1.31K -$2.08K -420 -60%
CPG
474
Cornerstone Planning Group
New Jersey
$1.28K +$1.17K +236 New
SC
475
Sierra Capital
Florida
$1K – – –