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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
526
Intrua Financial
Texas
$319K +$46.9K +2,768 +18%
LSPW
527
Lake Street Private Wealth
Illinois
$318K +$102K +6,040 +52%
PA
528
Probity Advisors
Texas
$318K -$2.41K -142 -0.8%
SFG
529
SNS Financial Group
Minnesota
$317K +$300K +17,701 New
AWM
530
Apollon Wealth Management
South Carolina
$316K -$392K -23,112 -57%
FFG
531
Fiduciary Financial Group
California
$315K +$298K +17,589 New
WP
532
Westmount Partners
California
$315K -$16.9K -1,000 -5%
AOWM
533
Asset One Wealth Management
Washington
$312K +$296K +17,462 New
PCIA
534
Prime Capital Investment Advisors
Kansas
$310K +$23.4K +1,382 +9%
GFPC
535
Global Financial Private Client
Florida
$309K +$94.9K +5,603 +48%
B
536
Bensler
Washington
$308K -$4.24K -250 -1%
KWA
537
Kingswood Wealth Advisors
California
$305K -$98.9K -5,836 -26%
YCM
538
Yousif Capital Management
Michigan
$301K +$11.7K +691 +4%
AF
539
Aldebaran Financial
$298K -$12.4K -731 -4%
EWA
540
EP Wealth Advisors
California
$298K +$281K +16,614 New
KC
541
Karras Company
Utah
$298K -$7.39K -436 -3%
GSIAS
542
Garden State Investment Advisory Services
New Jersey
$297K +$847 +50 +0.3%
WC
543
Whitney & Co
New York
$295K +$15K +885 +6%
AFG
544
Albion Financial Group
Utah
$294K – – –
GAM
545
Gotham Asset Management
New York
$293K – – –
BNA
546
BankChampaign National Association
Illinois
$290K +$2.93K +173 +1%
T
547
TrueFG
Texas
$289K – – –
RAM
548
Riggs Asset Management
Pennsylvania
$289K -$41.4K -2,442 -13%
ET
549
Entropy Technologies
New York
$289K -$15.2M -894,489 -98%
OFG
550
Oxford Financial Group
Indiana
$287K +$339 +20 +0.1%
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22
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