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SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
451
Redhawk Wealth Advisors
Minnesota
$297K +$1.61K +122 +0.8%
T
452
TrueFG
Texas
$297K – – –
UWM
453
USAdvisors Wealth Management
Minnesota
$295K +$9.23K +700 +5%
FW
454
FullCircle Wealth
Texas
$292K +$1.32K +100 +0.8%
MA
455
Mutual Advisors
Nebraska
$291K +$35.5K +2,689 +24%
NWM
456
Northwest Wealth Management
Iowa
$287K -$1.65K -125 -0.8%
IWN
457
Independent Wealth Network
Iowa
$286K -$5.29K -401 -2%
FA
458
Fermata Advisors
California
$286K +$42.5K +3,225 +26%
APW
459
Axim Planning & Wealth
Ohio
$285K +$13.2K +1,000 +7%
WG
460
Winton Group
United Kingdom
$282K +$204K +15,460 New
SAG
461
SageView Advisory Group
California
$281K +$24.9K +1,890 +16%
AFP
462
Ausdal Financial Partners
Iowa
$280K +$23.2K +1,762 +13%
WC
463
Whitney & Co
New York
$275K +$199K +15,110 New
GAM
464
Gotham Asset Management
New York
$273K – – –
FWM
465
Focused Wealth Management
New York
$271K +$25.7K +1,950 +15%
FWP
466
FAS Wealth Partners
Kansas
$270K – – –
EAM
467
Eventide Asset Management
Massachusetts
$270K +$206K +15,633 New
HCMT
468
Highland Capital Management (Tennessee)
Tennessee
$269K -$968K -73,371 -83%
TPA
469
Trivium Point Advisory
Connecticut
$268K +$40.2K +3,050 +26%
AC
470
Avestar Capital
New York
$266K – – –
FFWM
471
Future Financial Wealth Management
Ohio
$264K +$13.2K +1,000 +7%
GSIAS
472
Garden State Investment Advisory Services
New Jersey
$264K -$8.97K -680 -4%
PCA
473
Pallas Capital Advisors
Massachusetts
$261K -$170K -12,894 -47%
PA
474
Parallel Advisors
California
$259K +$72.2K +5,475 +63%
BP
475
Ballentine Partners
Massachusetts
$259K -$5.72K -434 -3%
17 18
19
20 21