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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
576
Redhawk Wealth Advisors
Minnesota
$230K – – –
AFAS
577
Acorn Financial Advisory Services
Virginia
$229K -$2.47M -117,049 -89%
OAM
578
Ostrum Asset Management
France
$229K +$217K +10,273 +249%
FWP
579
FAS Wealth Partners
Kansas
$228K – – –
PWM
580
Palacios Wealth Management
Florida
$228K +$109K +5,189 +58%
VWA
581
Visionary Wealth Advisors
Illinois
$226K +$35.3K +1,675 +13%
AU
582
AlphaGrep UK
$225K +$119K +5,623 +66%
TWM
583
Trueblood Wealth Management
Ohio
$224K +$84.3K +4,000 +40%
BP
584
Ballentine Partners
Massachusetts
$222K -$6.43K -305 -2%
KCFA
585
Key Client Fiduciary Advisors
New Jersey
$218K -$30.7K -1,457 -10%
FFWM
586
Future Financial Wealth Management
Ohio
$216K -$21.1K -1,000 -8%
PSA
587
Plum Street Advisors
Louisiana
$216K – – –
IAIM
588
International Assets Investment Management
Florida
$215K +$56.9K +2,698 +24%
FPAS
589
Focus Partners Advisor Solutions
Missouri
$215K -$207K -9,834 -42%
PAS
590
PKS Advisory Services
New York
$214K +$35.8K +1,700 +14%
PWMA
591
Pension & Wealth Management Advisors
Massachusetts
$214K +$284K +13,483 New
PA
592
Procyon Advisors
Connecticut
$213K -$21K -996 -7%
OAC
593
OMERS Administration Corp
Ontario, Canada
$211K -$917K -43,506 -77%
CL
594
Choreo LLC
Illinois
$207K -$198K -9,410 -42%
AFP
595
Ausdal Financial Partners
Iowa
$207K -$3.63K -172 -1%
WWWM
596
White Wing Wealth Management
Texas
$206K +$23.4K +1,112 +9%
FVCM
597
F&V Capital Management
Florida
$206K +$274K +13,000 New
CPIG
598
Chicago Partners Investment Group
Illinois
$205K +$227K +10,757 New
CIAM
599
Caitong International Asset Management
Hong Kong
$205K +$272K +12,910 New
PAS
600
Park Avenue Securities
New York
$204K -$130K -6,144 -32%
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