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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SI
451
Sava Infond
Slovenia
$216K +$182K +14,000 New
GFPC
452
Global Financial Private Client
Florida
$214K -$455 -35 -0.3%
GSIAS
453
Garden State Investment Advisory Services
New Jersey
$213K -$21.8K -1,675 -11%
FW
454
FullCircle Wealth
Texas
$211K -$1.74K -134 -1%
WFAG
455
Worth Financial Advisory Group
North Carolina
$210K -$1.95K -150 -1%
ONB
456
Old National Bancorp
Indiana
$209K +$177K +13,593 New
MFA
457
Mayflower Financial Advisors
Massachusetts
$209K +$176K +13,565 New
BRWA
458
B. Riley Wealth Advisors
Florida
$209K -$32.1K -2,473 -15%
FFWM
459
Future Financial Wealth Management
Ohio
$208K -$20.9K -1,610 -11%
PA
460
Procyon Advisors
Connecticut
$208K +$13K +1,000 +8%
CAI
461
Capital Advisors Inc
Oklahoma
$204K +$39K +3,001 +29%
HSBC Holdings
462
HSBC Holdings
United Kingdom
$204K +$169K +13,005 New
KFSC
463
Keystone Financial Services (Colorado)
Colorado
$203K +$7.05K +543 +4%
BP
464
Ballentine Partners
Massachusetts
$203K -$403 -31 -0.2%
VWM
465
Venturi Wealth Management
Texas
$200K +$151K +11,606 +826%
SAG
466
SageView Advisory Group
California
$198K +$167K +12,887 New
VA
467
Vident Advisory
Georgia
$198K -$45K -3,465 -21%
KCFA
468
Key Client Fiduciary Advisors
New Jersey
$195K +$164K +12,647 New
MAG
469
Mayfair Advisory Group
Alabama
$195K +$5.84K +450 +4%
USCWA
470
U.S. Capital Wealth Advisors
Texas
$192K +$162K +12,496 New
FA
471
Fermata Advisors
California
$192K
YCM
472
Yousif Capital Management
Michigan
$192K +$19.4K +1,496 +14%
PG
473
Prostatis Group
Maryland
$189K +$792 +61 +0.5%
ICP
474
Interchange Capital Partners
Pennsylvania
$189K -$21.3K -1,636 -12%
CW
475
CreativeOne Wealth
Kansas
$188K +$2.34K +180 +1%