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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
451
Optimum Investment Advisors
Illinois
$9.55K +$879 +100 +9%
C
452
Covestor
United Kingdom
$9K -$290 -33 -3%
Loomis, Sayles & Company
453
Loomis, Sayles & Company
Massachusetts
$9K +$5.27K +599 +110%
BIA
454
Bell Investment Advisors
California
$8.7K -$2.14K -243 -18%
LFG
455
Larson Financial Group
Missouri
$8.45K
AFS
456
Annapolis Financial Services
Maryland
$7.99K
BONH
457
Bank of New Hampshire
New Hampshire
$7.99K
VAG
458
VisionPoint Advisory Group
Texas
$7.99K +$8.79K +1,000 New
RG
459
Retirement Group
California
$7.95K +$1.76K +200 +25%
VCM
460
Versant Capital Management
Arizona
$7.76K -$62 -7 -0.7%
BCM
461
Bourgeon Capital Management
Connecticut
$6.05K
POIA
462
Pin Oak Investment Advisors
Texas
$6K
Bank Julius Baer & Co
463
Bank Julius Baer & Co
Switzerland
$6K +$185 +21 +3%
SS
464
Sunbelt Securities
Texas
$5.99K +$6.59K +750 New
PTC
465
Private Trust Company
Ohio
$5.11K
CAM
466
Chesapeake Asset Management
New York
$4.92K +$2.64K +300 +95%
NL
467
NVWM LLC
Pennsylvania
$4.79K
JPWM
468
Jamison Private Wealth Management
Georgia
$4.57K +$5.03K +572 New
TFGT
469
TS Financial Group (TSFG)
Illinois
$4K
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$4K -$171K -19,500 -98%
NSIM
471
North Star Investment Management
Illinois
$4K
SC
472
Steph & Co
Wisconsin
$4K
SC
473
Stephens Consulting
Michigan
$4K
TFA
474
Toth Financial Advisory
Virginia
$3.92K
FWM
475
Focused Wealth Management
New York
$3.84K +$712 +81 +20%