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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
526
Jamison Private Wealth Management
Georgia
$3.8K – – –
T
527
Tidemark
California
$3.77K – – –
IGWM
528
ICA Group Wealth Management
Colorado
$3.4K +$2.04K +290 +129%
BL
529
BFSG LLC
California
$3.31K -$529 -75 -13%
KFS
530
Kelly Financial Services
Massachusetts
$3.31K – – –
NSIM
531
North Star Investment Management
Illinois
$3.31K – – –
OPTFSNA
532
Old Point Trust & Financial Services N A
Virginia
$3.31K – – –
SC
533
Stephens Consulting
Michigan
$3.31K – – –
IWA
534
IBEX Wealth Advisors
New Jersey
$3.31K +$3.53K +500 New
SAM
535
Smartleaf Asset Management
Massachusetts
$3.26K +$2.45K +347 +228%
MAM
536
Meeder Asset Management
Ohio
$3.12K +$360 +51 +12%
MA
537
MCF Advisors
Kentucky
$2.65K – – –
BFA
538
BBJS Financial Advisors
Washington
$2.64K -$5.29K -750 -65%
TFA
539
Toth Financial Advisory
Virginia
$2.31K – – –
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$2.31K +$219 +31 +10%
IRAG
541
Investment Research & Advisory Group
Georgia
$2.25K – – –
PFBT
542
Parkside Financial Bank & Trust
Missouri
$2.2K -$141 -20 -6%
RTL
543
Red Tortoise LLC
Georgia
$2.17K – – –
AA
544
AlphaMark Advisors
Kentucky
$2K – – –
PP
545
PrairieView Partners
Minnesota
$2K – – –
TFGT
546
TS Financial Group (TSFG)
Illinois
$2K – – –
HNB
547
Hilltop National Bank
Wyoming
$1.98K – – –
WAG
548
Wiser Advisor Group
Arizona
$1.94K -$2.09K -297 -50%
MSG
549
Main Street Group
Virginia
$1.93K -$3.53K -500 -63%
S
550
Sachetta
Massachusetts
$1.82K +$860 +122 +99%
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