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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
501
McAlister Sweet & Associates
Texas
– -$62K -11,700 Closed
PRC
502
Pearl River Capital
Michigan
– -$61K -11,600 Closed
KFP
503
KMG Fiduciary Partners
Ohio
– -$58K -11,094 Closed
S
504
Seeyond
France
– -$54K -10,367 Closed
SW
505
SteelPeak Wealth
California
– -$54K -10,340 Closed
Robeco Institutional Asset Management
506
Robeco Institutional Asset Management
Netherlands
– -$22K -4,124 Closed
VVP
507
Venture Visionary Partners
Ohio
– -$21.6K -4,100 Closed
CCM
508
Cribstone Capital Management
Maine
– -$4K -750 Closed
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
– -$4K -742 Closed
SIC
510
Salem Investment Counselors
North Carolina
– -$3K -550 Closed
TIM
511
Tortoise Investment Management
New York
– -$3K -500 Closed
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
– -$1K -172 Closed
TAM
513
Tucker Asset Management
Colorado
– -$822 -156 Closed
WAM
514
Worth Asset Management
Texas
– -$1K -150 Closed
BMD
515
Better Money Decisions
New Mexico
– -$1K -106 Closed
VCM
516
Versant Capital Management
Arizona
– -$538 -85 -50%
AA
517
Ancora Advisors
Ohio
– -$209 -33 -33%
CAL
518
Capital Advisors Ltd
Ohio
– +$120 +19 New
LS
519
Leelyn Smith
Illinois
– +$418 +66 New
BWM
520
BerganKDV Wealth Management
Minnesota
– +$424 +67 New
PWS
521
Paragon Wealth Strategies
Florida
– +$607 +96 New
HGERS
522
Householder Group Estate & Retirement Specialist
Arizona
– +$1.26K +200 New