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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
526
Quent Capital
New York
$3.63K +$2.25K +283 +345%
PFBT
527
Parkside Financial Bank & Trust
Missouri
$3.51K -$15.6K -1,961 -85%
VL
528
Vima LLC
Michigan
$3.31K +$2.65K +333 New
RTL
529
Red Tortoise LLC
Georgia
$3.26K – – –
CAM
530
Chesapeake Asset Management
New York
$3.14K -$2.38K -300 -49%
AA
531
AlphaMark Advisors
Kentucky
$3K – – –
LWANC
532
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.98K – – –
WT
533
Whittier Trust
California
$2.98K +$2.38K +300 New
WCM
534
Winthrop Capital Management
Indiana
$2.98K +$2.38K +300 New
CIA
535
Cape Investment Advisory
Georgia
$2.53K +$1.86K +234 +1,170%
CFB
536
Cullen/Frost Bankers
Texas
$2.49K -$91.4K -11,500 -98%
CPG
537
Cornerstone Planning Group
New Jersey
$2.35K – – –
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$2.23K -$24 -3 -1%
CSB
539
City State Bank
Iowa
$2K +$1.59K +200 New
CP
540
Castleview Partners
Texas
$1.99K – – –
MSFP
541
Mark Sheptoff Financial Planning
Connecticut
$1.99K – – –
CWM
542
Cranbrook Wealth Management
Michigan
$1.64K +$1.31K +165 New
VAMG
543
Voisard Asset Management Group
Michigan
$1.49K +$1.19K +150 New
DWA
544
Delos Wealth Advisors
Texas
$1.24K – – –
FP
545
Financial Perspectives
Minnesota
$1.24K – – –
S
546
Sachetta
Massachusetts
$1.22K +$978 +123 New
VWM
547
Venturi Wealth Management
Texas
$1.19K +$954 +120 New
BGAI
548
Bruce G. Allen Investments
Colorado
$1.17K +$938 +118 New
AWM
549
Abound Wealth Management
Tennessee
$1.06K +$850 +107 New
HBW
550
Hazlett, Burt & Watson
West Virginia
$1K -$11.7K -1,470 -94%
20 21
22
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