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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$621
DAM
602
Delta Asset Management
Tennessee
$590
SWM
603
Sanctuary Wealth Management
Idaho
$464 +$429 +59 New
CFD
604
Creative Financial Designs
Indiana
$393
WFA
605
West Financial Advisors
Iowa
$386
WPA
606
West Paces Advisors
Georgia
$354
RFG
607
REAP Financial Group
Texas
$314
RAM
608
Riggs Asset Management
Pennsylvania
$307 -$7 -1 -3%
CWP
609
Concord Wealth Partners
Virginia
$283
CA
610
Claris Advisors
Missouri
$283 +$262 +36 New
FFA
611
Frazier Financial Advisors
Ohio
$213
CIA
612
Cape Investment Advisory
Georgia
$157
EAM
613
Eukles Asset Management
Ohio
$157 +$73 +10 +100%
SJIM
614
St. Johns Investment Management
Florida
$149 +$51 +7 +58%
FPFS
615
First Personal Financial Services
North Carolina
$103 +$94 +13 New
AIM
616
Anchor Investment Management
South Carolina
$94 +$80 +11 +1,100%
BCH
617
Berkshire Capital Holdings
California
$79
MFG
618
Mendota Financial Group
Wisconsin
$56 +$51 +7 New
BF
619
BOK Financial
Oklahoma
$55
PA
620
Pineridge Advisors
Missouri
$39 +$36 +5 New
FWM
621
FSA Wealth Management
Massachusetts
$8 +$7 +1 New
HSBC Holdings
622
HSBC Holdings
United Kingdom
-$4.71M -719,243 Closed
PI
623
PEAK6 Investments
Illinois
-$2.19M -300,669 Closed
SFM
624
Soros Fund Management
New York
-$1.98M -300,000 Closed
Two Sigma Advisers
625
Two Sigma Advisers
New York
-$1.72M -260,100 Closed