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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
JGC
501
J. Goldman & Co
New York
– -$138K -12,022 Closed
TCM
502
Traynor Capital Management
Pennsylvania
– -$188K -11,953 Closed
PWPS
503
Pinnacle Wealth Planning Services
Ohio
– -$182K -11,500 Closed
KFP
504
KMG Fiduciary Partners
Ohio
– -$175K -11,094 Closed
DTL
505
Dynamic Technology Lab
Singapore
– -$166K -10,529 Closed
IA
506
Inspire Advisors
Idaho
– -$166K -10,525 Closed
NDSI
507
Newman Dignan & Sheerar Inc
Rhode Island
– -$160K -10,148 Closed
BAM
508
Belpointe Asset Management
Nevada
– -$149K -9,406 Closed
CA
509
CoreCap Advisors
Michigan
– -$93K -5,875 Closed
HNWAG
510
High Net Worth Advisory Group
Florida
– -$87K -5,500 Closed
CA
511
Cornerstone Advisory
Maryland
– -$79K -4,985 Closed
Pacer Advisors
512
Pacer Advisors
Pennsylvania
– -$67K -4,241 Closed
EWM
513
Edge Wealth Management
New York
– -$38K -2,420 Closed
WWMSC
514
Wagner Wealth Management (South Carolina)
South Carolina
– -$36K -2,273 Closed
BWP
515
Baldwin Wealth Partners
Massachusetts
– -$36K -2,250 Closed
AWA
516
Amplius Wealth Advisors
Pennsylvania
– -$31K -2,020 Closed
MAWCM
517
Mine & Arao Wealth Creation & Management
California
– -$24K -1,520 Closed
Carson Wealth (CWM LLC)
518
Carson Wealth (CWM LLC)
Nebraska
– -$23K -1,478 Closed
MHR
519
Matthew Hamilton Rosenberg
– -$21K -1,350 Closed
CFCI
520
Comprehensive Financial Consultants Institutional
Indiana
– -$6K -620 Closed
CAL
521
Capital Analysts LLC
Pennsylvania
– -$4K -240 Closed
BG
522
Bollard Group
Massachusetts
– -$3K -200 Closed
CWP
523
Concord Wealth Partners
Virginia
– -$3K -200 Closed
WIM
524
Westside Investment Management
California
– -$3 -200 Closed
DAM
525
Delta Asset Management
Tennessee
– -$3K -175 Closed