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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
551
FAS Wealth Partners
Kansas
$380K -$10.8K -455 -3%
GVAG
552
Great Valley Advisor Group
Delaware
$377K +$92.8K +3,912 +38%
IG
553
IFS Group
Pennsylvania
$374K +$345K +14,528 New
SB
554
SIG Brokerage
New York
$373K +$7.95K +335 +2%
KCFA
555
Key Client Fiduciary Advisors
New Jersey
$373K +$9.94K +419 +3%
SP
556
Sherman Porfolios
Idaho
$373K +$335K +14,101 New
CFG
557
Cooper Financial Group
California
$370K -$3.99K -168 -1%
MC
558
Matisse Capital
Oregon
$367K -$1.46M -61,420 -82%
SFS
559
Sowell Financial Services
Arkansas
$367K -$165K -6,954 -33%
RMC
560
Ring Mountain Capital
California
$366K -$205K -8,649 -38%
FRM
561
Fox Run Management
Connecticut
$366K -$1.16M -49,037 -78%
TPA
562
Trivium Point Advisory
Connecticut
$363K -$22.7K -958 -7%
PSA
563
Plum Street Advisors
Louisiana
$359K +$322K +13,577 New
WFAG
564
Worth Financial Advisory Group
North Carolina
$357K -$1.78K -75 -0.6%
S
565
SignatureFD
Georgia
$357K -$86.8K -3,657 -21%
PA
566
Procyon Advisors
Connecticut
$353K +$2.61K +110 +0.8%
KFSC
567
Keystone Financial Services (Colorado)
Colorado
$344K +$1.14K +48 +0.4%
SC
568
Shay Capital
New York
$343K +$308K +13,000 New
IWM
569
IHT Wealth Management
Illinois
$342K +$307K +12,954 New
YCM
570
Yousif Capital Management
Michigan
$342K +$31.4K +1,323 +11%
Brown Advisory
571
Brown Advisory
Maryland
$342K +$119 +5 +0%
APW
572
Axim Planning & Wealth
Ohio
$342K -$64.6K -2,721 -17%
AGM
573
Alpine Global Management
New York
$341K +$306K +12,911 New
SAG
574
SageView Advisory Group
California
$341K -$11.2K -474 -4%
PF
575
Phoenix Financial
Israel
$339K +$305K +12,841 New