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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
526
Alpine Global Management
New York
$498K +$170K +6,105 +47%
PAS
527
Park Avenue Securities
New York
$497K -$91.3K -3,275 -15%
WP
528
Wealthspan Partners
Iowa
$495K +$12.5K +450 +2%
AAF
529
Andra AP-fonden
Sweden
$492K +$524K +18,800 New
ASC
530
Ares Systematic Credit
$489K +$521K +18,684 New
IGAM
531
iA Global Asset Management
Quebec, Canada
$487K -$1.81M -64,879 -78%
CCWM
532
Correct Capital Wealth Management
Missouri
$487K +$268K +9,600 +107%
PCM
533
Pointe Capital Management
Michigan
$484K – – –
MA
534
Modus Advisors
Minnesota
$480K +$196K +7,045 +62%
PA
535
Probity Advisors
Texas
$473K -$40.4K -1,449 -7%
SFG
536
Southern Financial Group
Alabama
$467K +$497K +17,840 New
SSA
537
Shepherd Street Advisors
California
$466K +$496K +17,807 New
UWM
538
USAdvisors Wealth Management
Minnesota
$466K +$13.9K +500 +3%
DWM
539
Diversify Wealth Management
Utah
$466K +$115K +4,113 +32%
AF
540
Aldebaran Financial
$461K -$191K -6,855 -28%
CFS
541
Coordinated Financial Services
Colorado
$461K -$49.5K -1,775 -9%
MAG
542
Mayfair Advisory Group
Alabama
$461K +$41.6K +1,493 +10%
FA
543
Fortis Advisors
Pennsylvania
$458K -$55.7K -2,000 -10%
SC
544
Savant Capital
Illinois
$458K +$198K +7,108 +68%
AWM
545
Adams Wealth Management
Utah
$458K – – –
CI
546
CacheTech Inc
Utah
$458K – – –
WMA
547
West Michigan Advisors
Michigan
$457K +$74.2K +2,663 +18%
B
548
Bensler
Washington
$457K +$16.7K +600 +4%
RS
549
R Squared
Hong Kong
$456K -$246K -8,846 -34%
KF
550
Krilogy Financial
Missouri
$456K -$29.5K -1,060 -6%
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