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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
501
Pointe Capital Management
Michigan
$489K
CAI
502
Capital Advisors Inc
Oklahoma
$488K +$25K +1,055 +6%
WP
503
Wealthspan Partners
Iowa
$487K -$79.6K -3,355 -15%
CMF
504
Counterpoint Mutual Funds
California
$480K +$432K +18,186 New
IC
505
IEQ Capital
California
$476K +$427K +18,003 New
KA
506
KLCM Advisors
Wisconsin
$475K +$137K +5,777 +47%
VT
507
Vise Technologies
New York
$469K -$505K -21,283 -55%
GFPC
508
Global Financial Private Client
Florida
$463K +$4.82K +203 +1%
YCG
509
Yeomans Consulting Group
Georgia
$460K +$424K +17,854 New
Wellington Management Group
510
Wellington Management Group
Massachusetts
$459K +$413K +17,384 New
UWM
511
USAdvisors Wealth Management
Minnesota
$457K +$26.7K +1,125 +7%
SWP
512
Sagespring Wealth Partners
Tennessee
$452K +$160K +6,752 +65%
AWM
513
Adams Wealth Management
Utah
$450K
CI
514
CacheTech Inc
Utah
$450K
B
515
Bensler
Washington
$445K
GIA
516
Gladstone Institutional Advisory
Florida
$441K -$174K -7,347 -31%
AC
517
Avestar Capital
New York
$441K +$50.2K +2,115 +15%
CNWM
518
Clay Northam Wealth Management
California
$440K
RWA
519
Redhawk Wealth Advisors
Minnesota
$439K +$7.36K +310 +2%
TAM
520
Tucker Asset Management
Colorado
$438K -$14.7K -619 -4%
AFG
521
Albion Financial Group
Utah
$434K
PCA
522
Pallas Capital Advisors
Massachusetts
$433K +$48.8K +2,056 +14%
SC
523
Scotia Capital
Ontario, Canada
$432K +$388K +16,341 New
NFSG
524
Newbridge Financial Services Group
Florida
$431K -$27.3K -1,152 -7%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$431K -$10.9K -459 -3%