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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
576
WR Wealth Planners
Missouri
$23.9K – – –
CAWM
577
Capital A Wealth Management
Pennsylvania
$22.6K +$19K +1,465 New
GEA
578
Glen Eagle Advisors
New Jersey
$22.3K – – –
MA
579
MCF Advisors
Kentucky
$21.6K – – –
SRCM
580
Signature Resources Capital Management
California
$20.7K – – –
GJIA
581
Glass Jacobson Investment Advisors
Maryland
$20K -$2.6K -200 -13%
WOC
582
West Oak Capital
California
$20K +$1.65K +127 New
TSMHT
583
Thurston Springer Miller Herd & Titak
Indiana
$19.7K +$3.62K +279 +28%
C
584
Covestor
United Kingdom
$19K +$1.22K +94 +8%
CTC
585
Central Trust Company
Missouri
$18.8K +$15.8K +1,220 New
LFG
586
Larson Financial Group
Missouri
$18.4K -$39 -3 -0.3%
GWSG
587
GPS Wealth Strategies Group
Colorado
$17.8K – – –
RIL
588
Rothschild Investment LLC
Illinois
$17.5K – – –
NCM
589
Northwest Capital Management
Oregon
$16.8K – – –
CFGS
590
Concourse Financial Group Securities
Alabama
$16.1K +$11.9K +917 New
PFBT
591
Parkside Financial Bank & Trust
Missouri
$15.8K +$1.3K +100 +11%
BTC
592
Bank & Trust Company
Illinois
$15.4K – – –
MCI
593
MRP Capital Investments
Georgia
$15.4K – – –
CFP
594
Comprehensive Financial Planning
Pennsylvania
$15.4K +$13K +1,000 New
CW
595
Curio Wealth
Maryland
$15.4K +$13K +1,000 New
FS
596
Financially Speaking
Colorado
$15.4K +$13K +1,000 New
GSWM
597
Golden State Wealth Management
California
$15.4K +$13K +1,000 New
BIA
598
Bell Investment Advisors
California
$14.9K +$429 +33 +4%
HWM
599
HighMark Wealth Management
Minnesota
$13.4K +$857 +66 +8%
CWM
600
CarsonAllaria Wealth Management
Illinois
$13.4K +$6.4K +493 +131%
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