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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
601
Center for Financial Planning
Michigan
$786 +$727 +100 New
PWMG
602
Private Wealth Management Group
New Jersey
$621 – – –
DAM
603
Delta Asset Management
Tennessee
$590 – – –
SWM
604
Sanctuary Wealth Management
Idaho
$464 +$429 +59 New
CFD
605
Creative Financial Designs
Indiana
$393 – – –
WFA
606
West Financial Advisors
Iowa
$386 – – –
WPA
607
West Paces Advisors
Georgia
$354 – – –
RFG
608
REAP Financial Group
Texas
$314 – – –
RAM
609
Riggs Asset Management
Pennsylvania
$307 -$7 -1 -3%
CWP
610
Concord Wealth Partners
Virginia
$283 – – –
CA
611
Claris Advisors
Missouri
$283 +$262 +36 New
FFA
612
Frazier Financial Advisors
Ohio
$213 – – –
CIA
613
Cape Investment Advisory
Georgia
$157 – – –
EAM
614
Eukles Asset Management
Ohio
$157 +$73 +10 +100%
SJIM
615
St. Johns Investment Management
Florida
$149 +$51 +7 +58%
FPFS
616
First Personal Financial Services
North Carolina
$103 +$94 +13 New
AIM
617
Anchor Investment Management
South Carolina
$94 +$80 +11 +1,100%
BCH
618
Berkshire Capital Holdings
California
$79 – – –
MFG
619
Mendota Financial Group
Wisconsin
$56 +$51 +7 New
BF
620
BOK Financial
Oklahoma
$55 – – –
PA
621
Pineridge Advisors
Missouri
$39 +$36 +5 New
FWM
622
FSA Wealth Management
Massachusetts
$8 +$7 +1 New
HSBC Holdings
623
HSBC Holdings
United Kingdom
– -$4.71M -719,243 Closed
PI
624
PEAK6 Investments
Illinois
– -$2.19M -300,669 Closed
SFM
625
Soros Fund Management
New York
– -$1.98M -300,000 Closed