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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
501
Versant Capital Management
Arizona
$1.37K -$691 -114 -33%
SIC
502
SJS Investment Consulting
Ohio
$1.3K
CP
503
Castleview Partners
Texas
$1.21K
MSFP
504
Mark Sheptoff Financial Planning
Connecticut
$1.21K
CB
505
Community Bank
New York
$1.21K +$1.21K +200 New
Toronto Dominion Bank
506
Toronto Dominion Bank
Ontario, Canada
$1K
VNA
507
Valley National Advisers
Pennsylvania
$1K +$606 +100 New
PLU
508
Performa Ltd (US)
South Carolina
$789 -$424 -70 -35%
DWA
509
Delos Wealth Advisors
Texas
$759
FP
510
Financial Perspectives
Minnesota
$759 +$758 +125 New
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$728
HPC
512
HM Payson & Co
Maine
$607
LWA
513
Lowe Wealth Advisors
Maryland
$607
FFA
514
Farther Finance Advisors
California
$607 +$291 +48 +92%
CWA
515
Clearview Wealth Advisors
Oregon
$607 +$485 +80 +400%
FFA
516
Fairfield Financial Advisors
Massachusetts
$572
BWM
517
BerganKDV Wealth Management
Minnesota
$553
LCM
518
Lynwood Capital Management
Ontario, Canada
$540 +$910K +150,000 New
QC
519
Quent Capital
New York
$498
KTC
520
Kistler-Tiffany Companies
Pennsylvania
$486
DAM
521
Delta Asset Management
Tennessee
$455
TCM
522
Tradewinds Capital Management
Washington
$304
WFA
523
West Financial Advisors
Iowa
$298 +$297 +49 New
BAAM
524
Baker Avenue Asset Management
California
$273 -$7.58K -1,250 -97%
WPA
525
West Paces Advisors
Georgia
$273