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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
526
AXQ Capital
New Jersey
$334K -$1.24M -73,394 -80%
UCFA
527
United Capital Financial Advisors
Texas
$333K +$26.6K +1,571 +9%
IAIM
528
International Assets Investment Management
Florida
$328K +$68.6K +4,050 +29%
ICP
529
Interchange Capital Partners
Pennsylvania
$321K +$303K +17,912 New
IF
530
Intrua Financial
Texas
$319K +$46.9K +2,768 +18%
LSPW
531
Lake Street Private Wealth
Illinois
$318K +$102K +6,040 +52%
PA
532
Probity Advisors
Texas
$318K -$2.41K -142 -0.8%
SFG
533
SNS Financial Group
Minnesota
$317K +$300K +17,701 New
AWM
534
Apollon Wealth Management
South Carolina
$316K -$392K -23,112 -57%
FFG
535
Fiduciary Financial Group
California
$315K +$298K +17,589 New
WP
536
Westmount Partners
California
$315K -$16.9K -1,000 -5%
AOWM
537
Asset One Wealth Management
Washington
$312K +$296K +17,462 New
PCIA
538
Prime Capital Investment Advisors
Kansas
$310K +$23.4K +1,382 +9%
GFPC
539
Global Financial Private Client
Florida
$309K +$94.9K +5,603 +48%
B
540
Bensler
Washington
$308K -$4.24K -250 -1%
KWA
541
Kingswood Wealth Advisors
California
$305K -$98.9K -5,836 -26%
YCM
542
Yousif Capital Management
Michigan
$301K +$11.7K +691 +4%
AF
543
Aldebaran Financial
$298K -$12.4K -731 -4%
EWA
544
EP Wealth Advisors
California
$298K +$281K +16,614 New
KC
545
Karras Company
Utah
$298K -$7.39K -436 -3%
GSIAS
546
Garden State Investment Advisory Services
New Jersey
$297K +$847 +50 +0.3%
WC
547
Whitney & Co
New York
$295K +$15K +885 +6%
AFG
548
Albion Financial Group
Utah
$294K – – –
GAM
549
Gotham Asset Management
New York
$293K – – –
BNA
550
BankChampaign National Association
Illinois
$290K +$2.93K +173 +1%
20 21
22
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