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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
576
Kiker Wealth Management
Georgia
$18.5K +$22.9K +1,587 New
HC
577
Hurley Capital
New York
$18.3K +$22.7K +1,575 New
GBT
578
Grove Bank & Trust
Florida
$17.1K +$21.2K +1,470 New
CAWM
579
Capital A Wealth Management
Pennsylvania
$17K – – –
GEA
580
Glen Eagle Advisors
New Jersey
$16.8K – – –
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$16.4K +$16.3K +1,132 +401%
TSMHT
582
Thurston Springer Miller Herd & Titak
Indiana
$16.2K +$1.66K +115 +9%
SRCM
583
Signature Resources Capital Management
California
$15.6K – – –
APW
584
Aventura Private Wealth
Florida
$15.5K -$28.8K -2,000 -60%
CW
585
Curio Wealth
Maryland
$15.4K -$14.4K -999 -100%
PFBT
586
Parkside Financial Bank & Trust
Missouri
$15.1K +$3.91K +271 +26%
C
587
Covestor
United Kingdom
$14K +$375 +26 +2%
RIL
588
Rothschild Investment LLC
Illinois
$13.5K +$432 +30 +3%
GWSG
589
GPS Wealth Strategies Group
Colorado
$13.5K – – –
HWM
590
Hemington Wealth Management
Virginia
$13K +$9.7K +673 +127%
CI
591
CX Institutional
Indiana
$13K +$16.7K +1,157 New
HWM
592
HighMark Wealth Management
Minnesota
$12.9K +$3.43K +238 +27%
TPCW
593
TD Private Client Wealth
New York
$11.7K -$13.6K -943 -48%
BTC
594
Bank & Trust Company
Illinois
$11.6K – – –
CFP
595
Comprehensive Financial Planning
Pennsylvania
$11.6K – – –
GSWM
596
Golden State Wealth Management
California
$11.6K – – –
MCI
597
MRP Capital Investments
Georgia
$11.6K – – –
BIA
598
Bell Investment Advisors
California
$11.2K – – –
SWIM
599
Smallwood Wealth Investment Management
New Jersey
$10.8K +$13.3K +925 New
CWM
600
CarsonAllaria Wealth Management
Illinois
$10.1K – – –
22 23
24
25 26