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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
576
Leonteq Securities AG
Switzerland
$410K -$126K -4,522 -22%
WC
577
Whitney & Co
New York
$401K +$5.57K +200 +1%
YCM
578
Yousif Capital Management
Michigan
$400K +$77.3K +2,773 +21%
BLC
579
Blue Line Capital
Illinois
$398K +$424K +15,212 New
KCFA
580
Key Client Fiduciary Advisors
New Jersey
$397K +$29.7K +1,067 +8%
UCMOK
581
United Capital Management of KS
Kansas
$396K +$421K +15,125 New
IWM
582
IHT Wealth Management
Illinois
$394K +$58.6K +2,104 +16%
MCM
583
M1 Capital Management
Michigan
$394K +$65.5K +2,350 +19%
PCA
584
Pallas Capital Advisors
Massachusetts
$394K -$37.8K -1,356 -8%
CIA
585
Capital Investment Advisors
Georgia
$394K +$152K +5,458 +57%
LIP
586
Lighthouse Investment Partners
Florida
$392K +$418K +14,985 New
GVAG
587
Great Valley Advisor Group
Delaware
$392K +$20K +718 +5%
HCMT
588
Highland Capital Management (Tennessee)
Tennessee
$391K -$1.58M -56,802 -79%
CSP
589
Cary Street Partners
Virginia
$390K -$27.9K -1,000 -6%
CFG
590
Cooper Financial Group
California
$389K +$24K +860 +6%
HGA
591
Hobbs Group Advisors
South Carolina
$387K +$412K +14,775 New
RFP
592
Root Financial Partners
California
$386K +$306K +10,965 +291%
PTC
593
Private Trust Company
Ohio
$384K – – –
SMC
594
Smith, Moore & Co
Missouri
$382K +$406K +14,582 New
SC
595
Scotia Capital
Ontario, Canada
$381K -$49.9K -1,791 -11%
RWA
596
Redhawk Wealth Advisors
Minnesota
$380K -$59.2K -2,123 -13%
PA
597
Procyon Advisors
Connecticut
$377K +$28.1K +1,009 +8%
FWP
598
FAS Wealth Partners
Kansas
$376K – – –
BP
599
Ballentine Partners
Massachusetts
$375K -$3.96K -142 -1%
TPA
600
Trivium Point Advisory
Connecticut
$373K +$13.9K +500 +4%
22 23
24
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