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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
551
Parkside Financial Bank & Trust
Missouri
$7.29K +$4.33K +595 +179%
HWM
552
HighMark Wealth Management
Minnesota
$6.33K +$5.85K +805 New
BLC
553
Brown, Lisle/Cummings
Rhode Island
$6.29K
Bank Julius Baer & Co
554
Bank Julius Baer & Co
Switzerland
$6.27K -$342 -47 -7%
QC
555
Quent Capital
New York
$5.7K
OC
556
Oarsman Capital
Wisconsin
$5.31K +$4.91K +675 New
OIA
557
Optimum Investment Advisors
Illinois
$5.11K
ECM
558
Estabrook Capital Management
New York
$4.95K +$4.58K +630 New
NL
559
NVWM LLC
Pennsylvania
$4.72K
TWD
560
True Wealth Design
Ohio
$4.61K +$4.26K +586 New
T
561
Tidemark
California
$4.49K
JPWM
562
Jamison Private Wealth Management
Georgia
$4.44K -$73 -10 -2%
BL
563
BFSG LLC
California
$3.93K
NSIM
564
North Star Investment Management
Illinois
$3.93K
SC
565
Stephens Consulting
Michigan
$3.93K
CSB
566
City State Bank
Iowa
$3.93K +$2.18K +300 +150%
SIS
567
Strategic Investment Solutions
Illinois
$3.93K +$3.63K +500 New
VCM
568
Versant Capital Management
Arizona
$3.82K -$749 -103 -17%
ADL
569
Asset Dedication LLC
California
$3.14K -$7.63K -1,050 -72%
TCOV
570
Trust Company of Vermont
Vermont
$3.12K +$2.89K +397 New
CAM
571
Creekmur Asset Management
Illinois
$3.11K -$19K -2,612 -87%
JWA
572
JFS Wealth Advisors
Pennsylvania
$3.02K +$2.79K +384 New
TFGT
573
TS Financial Group (TSFG)
Illinois
$3K
HWM
574
Hemington Wealth Management
Virginia
$3K +$2.06K +283 New
CWM
575
CarsonAllaria Wealth Management
Illinois
$2.95K +$2.73K +375 New