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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Aviso Financial
Ontario, Canada
$12.3K +$10.4K +800 New
Bank Julius Baer & Co
602
Bank Julius Baer & Co
Switzerland
$12.3K +$649 +50 +7%
TCOV
603
Trust Company of Vermont
Vermont
$11.6K +$4.61K +355 +89%
CP
604
Castleview Partners
Texas
$11.3K +$10.4K +800 New
QC
605
Quent Capital
New York
$11.2K – – –
AA
606
Ancora Advisors
Ohio
$10.8K -$60.3K -4,640 -87%
T
607
Tidemark
California
$10.3K +$1.3K +100 +18%
ECM
608
Estabrook Capital Management
New York
$9.7K – – –
CA
609
Continuum Advisory
Idaho
$9.64K – – –
NL
610
NVWM LLC
Pennsylvania
$9.24K – – –
TWD
611
True Wealth Design
Ohio
$9.03K – – –
HGERS
612
Householder Group Estate & Retirement Specialist
Arizona
$9K -$724K -55,755 -99%
OIA
613
Optimum Investment Advisors
Illinois
$8.47K -$1.3K -100 -15%
FDW
614
Fourth Dimension Wealth
Ohio
$8.47K +$7.14K +550 New
HWM
615
Hemington Wealth Management
Virginia
$8K +$3.21K +247 +87%
BL
616
BFSG LLC
California
$7.7K – – –
NSIM
617
North Star Investment Management
Illinois
$7.7K – – –
SIS
618
Strategic Investment Solutions
Illinois
$7.7K – – –
CFD
619
Creative Financial Designs
Indiana
$7.7K +$5.84K +450 +900%
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$7.7K +$6.49K +500 New
CPG
621
Cornerstone Planning Group
New Jersey
$7.59K -$33.5K -2,578 -85%
VCM
622
Versant Capital Management
Arizona
$7.48K – – –
GA
623
GoalVest Advisory
New York
$7.41K +$6.25K +481 New
RWM
624
Rialto Wealth Management
New York
$6.38K +$5.38K +414 New
JWA
625
JFS Wealth Advisors
Pennsylvania
$6.31K +$338 +26 +7%