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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
476
O'Dell Group
Ohio
$186K – – –
JWCA
477
J.W. Cole Advisors
Florida
$185K +$4.91K +378 +3%
MHR
478
Matthew Hamilton Rosenberg
$185K – – –
PWP
479
Prasad Wealth Partners
Ohio
$182K +$153K +11,812 New
PFS
480
Prospect Financial Services
New York
$180K +$152K +11,700 New
CCC
481
Compass Capital Corp
Massachusetts
$180K +$130K +10,000 New
EWA
482
Emergent Wealth Advisors
New York
$178K +$150K +11,580 New
GWM
483
Geneos Wealth Management
Colorado
$178K -$78.6K -6,050 -34%
GJWM
484
Gilliland Jeter Wealth Management
Arkansas
$177K +$71.4K +5,500 +92%
AWM
485
Axxcess Wealth Management
California
$173K -$67.9K -5,225 -32%
WC
486
Waterloo Capital
Texas
$173K +$146K +11,246 New
AMG
487
Advisors Management Group
Wisconsin
$173K +$7.95K +612 +6%
PAS
488
PKS Advisory Services
New York
$172K +$145K +11,195 New
CF
489
Centaurus Financial
California
$172K +$145K +11,201 New
KFP
490
KMG Fiduciary Partners
Ohio
$171K +$144K +11,094 New
KA
491
KLCM Advisors
Wisconsin
$169K – – –
OHWP
492
Oak Harbor Wealth Partners
North Carolina
$169K – – –
VWA
493
Visionary Wealth Advisors
Illinois
$168K -$43.9K -3,380 -24%
PIA
494
Panoramic Investment Advisors
Colorado
$164K – – –
MCA
495
Millennium Capital Advisors
Arkansas
$164K +$138K +10,650 New
WHG
496
Westwood Holdings Group
Texas
$164K – – –
CI
497
Cigna Investments
Connecticut
$163K – – –
JCM
498
Jacobi Capital Management
Pennsylvania
$163K -$4.22K -325 -3%
DA
499
Dash Acquisitions
California
$162K +$130K +10,000 New
PMWMG
500
Parr McKnight Wealth Management Group
Minnesota
$162K +$136K +10,500 New
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