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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
576
CIBC World Market
Ontario, Canada
$231K +$52.6K +2,494 +21%
RWA
577
Redhawk Wealth Advisors
Minnesota
$230K – – –
AFAS
578
Acorn Financial Advisory Services
Virginia
$229K -$2.47M -117,049 -89%
OAM
579
Ostrum Asset Management
France
$229K +$217K +10,273 +249%
FWP
580
FAS Wealth Partners
Kansas
$228K – – –
PWM
581
Palacios Wealth Management
Florida
$228K +$109K +5,189 +58%
VWA
582
Visionary Wealth Advisors
Illinois
$226K +$35.3K +1,675 +13%
AU
583
AlphaGrep UK
$225K +$119K +5,623 +66%
TWM
584
Trueblood Wealth Management
Ohio
$224K +$84.3K +4,000 +40%
Ballentine Partners
585
Ballentine Partners
Massachusetts
$222K -$6.43K -305 -2%
KCFA
586
Key Client Fiduciary Advisors
New Jersey
$218K -$30.7K -1,457 -10%
FFWM
587
Future Financial Wealth Management
Ohio
$216K -$21.1K -1,000 -8%
PSA
588
Plum Street Advisors
Louisiana
$216K – – –
IAIM
589
International Assets Investment Management
Florida
$215K +$56.9K +2,698 +24%
Focus Partners Advisor Solutions
590
Focus Partners Advisor Solutions
Missouri
$215K -$207K -9,834 -42%
PAS
591
PKS Advisory Services
New York
$214K +$35.8K +1,700 +14%
PWMA
592
Pension & Wealth Management Advisors
Massachusetts
$214K +$284K +13,483 New
Procyon Advisors
593
Procyon Advisors
Connecticut
$213K -$21K -996 -7%
OMERS Administration Corp
594
OMERS Administration Corp
Ontario, Canada
$211K -$917K -43,506 -77%
Choreo LLC
595
Choreo LLC
Illinois
$207K -$198K -9,410 -42%
AFP
596
Ausdal Financial Partners
Iowa
$207K -$3.63K -172 -1%
WWWM
597
White Wing Wealth Management
Texas
$206K +$23.4K +1,112 +9%
FVCM
598
F&V Capital Management
Florida
$206K +$274K +13,000 New
Chicago Partners Investment Group
599
Chicago Partners Investment Group
Illinois
$205K +$227K +10,757 New
CIAM
600
Caitong International Asset Management
Hong Kong
$205K +$272K +12,910 New