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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
501
Trivium Point Advisory
Connecticut
$160K +$135K +10,398 New
QWM
502
Quadcap Wealth Management
Texas
$159K -$16.4K -1,261 -11%
RMC
503
Ring Mountain Capital
California
$159K +$134K +10,329 New
HIC
504
Hartline Investment Corp
Illinois
$159K +$2.6K +200 +2%
WWM
505
Wolff Wiese Magana
California
$158K -$5.39K -415 -4%
WFPG
506
Waller Financial Planning Group
Ohio
$157K -$1.3K -100 -1%
TCA
507
Transcend Capital Advisors
New Jersey
$157K -$24.5K -1,883 -16%
AW
508
Avion Wealth
Texas
$155K +$662 +51 +0.5%
PTP
509
Platform Technology Partners
New York
$155K -$14.6K -1,122 -10%
SS
510
Sunbelt Securities
Texas
$152K +$113K +8,723 +849%
TFM
511
TFC Financial Management
Massachusetts
$150K -$649 -50 -0.5%
CF
512
Corebridge Financial
Texas
$143K -$4.12K -317 -3%
EWA
513
EverSource Wealth Advisors
Alabama
$138K -$15.5K -1,193 -12%
PS
514
Principal Securities
Iowa
$132K +$5.2K +400 +5%
TWC
515
TD Waterhouse Canada
Ontario, Canada
$132K -$60.4K -4,653 -35%
SC
516
SouthState Corp
Florida
$128K -$2.27K -175 -2%
GPFA
517
Game Plan Financial Advisors
Ohio
$128K +$13K +1,000 +14%
RS
518
R Squared
Hong Kong
$127K +$107K +8,225 New
PTC
519
Private Trust Company
Ohio
$116K +$6.49K +500 +7%
T
520
Transce3nd
Texas
$116K +$97.4K +7,500 New
NRG
521
Nemes Rush Group
Michigan
$115K -$18.9K -1,456 -16%
PA
522
Parallel Advisors
California
$113K -$3.08K -237 -3%
MA
523
Modus Advisors
Minnesota
$93K -$61.1K -4,706 -44%
VWWMG
524
Vermillion & White Wealth Management Group
Pennsylvania
$92.4K – – –
GI
525
GAMMA Investing
California
$91.2K +$22.1K +1,703 +40%
19 20
21
22 23