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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
BLC
601
Brown, Lisle/Cummings
Rhode Island
$12.3K
AF
602
Aviso Financial
Ontario, Canada
$12.3K +$10.4K +800 New
Bank Julius Baer & Co
603
Bank Julius Baer & Co
Switzerland
$12.3K +$649 +50 +7%
TCOV
604
Trust Company of Vermont
Vermont
$11.6K +$4.61K +355 +89%
CP
605
Castleview Partners
Texas
$11.3K +$10.4K +800 New
QC
606
Quent Capital
New York
$11.2K
AA
607
Ancora Advisors
Ohio
$10.8K -$60.3K -4,640 -87%
T
608
Tidemark
California
$10.3K +$1.3K +100 +18%
ECM
609
Estabrook Capital Management
New York
$9.7K
CA
610
Continuum Advisory
Idaho
$9.64K
NL
611
NVWM LLC
Pennsylvania
$9.24K
TWD
612
True Wealth Design
Ohio
$9.03K
HGERS
613
Householder Group Estate & Retirement Specialist
Arizona
$9K -$724K -55,755 -99%
OIA
614
Optimum Investment Advisors
Illinois
$8.47K -$1.3K -100 -15%
FDW
615
Fourth Dimension Wealth
Ohio
$8.47K +$7.14K +550 New
HWM
616
Hemington Wealth Management
Virginia
$8K +$3.21K +247 +87%
BL
617
BFSG LLC
California
$7.7K
NSIM
618
North Star Investment Management
Illinois
$7.7K
SIS
619
Strategic Investment Solutions
Illinois
$7.7K
CFD
620
Creative Financial Designs
Indiana
$7.7K +$5.84K +450 +900%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$7.7K +$6.49K +500 New
CPG
622
Cornerstone Planning Group
New Jersey
$7.59K -$33.5K -2,578 -85%
VCM
623
Versant Capital Management
Arizona
$7.48K
GA
624
GoalVest Advisory
New York
$7.41K +$6.25K +481 New
RWM
625
Rialto Wealth Management
New York
$6.38K +$5.38K +414 New