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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
WPG Advisers
Maryland
$9.98K +$12.4K +858 New
Aviso Financial
602
Aviso Financial
Ontario, Canada
$9.3K – – –
Bank Julius Baer & Co
603
Bank Julius Baer & Co
Switzerland
$9.29K +$1.09K +76 +11%
SS
604
Sunbelt Securities
Texas
$8.72K -$130K -9,000 -92%
QC
605
Quent Capital
New York
$8.43K – – –
Ancora Advisors
606
Ancora Advisors
Ohio
$8.14K – – –
JWA
607
JFS Wealth Advisors
Pennsylvania
$8.1K +$4.12K +286 +70%
CWM
608
Compass Wealth Management
Connecticut
$7.68K +$9.51K +660 New
GCS
609
Gordian Capital (Singapore)
Singapore
$7.58K +$6.34K +440 +220%
ECM
610
Estabrook Capital Management
New York
$7.33K – – –
CA
611
Continuum Advisory
Idaho
$7.28K – – –
TWD
612
True Wealth Design
Ohio
$7.12K +$375 +26 +4%
NL
613
NVWM LLC
Pennsylvania
$6.98K – – –
AWM
614
AllSquare Wealth Management
New York
$6.98K +$4.32K +300 +100%
SFGP
615
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.98K +$4.61K +320 +114%
GWP
616
Gen-Wealth Partners
Michigan
$6.98K +$8.65K +600 New
NCM
617
Northwest Capital Management
Oregon
$6.86K -$7.21K -500 -46%
CSPIA
618
Cary Street Partners Investment Advisory
Virginia
$6.82K +$8.45K +586 New
FDW
619
Fourth Dimension Wealth
Ohio
$6.4K – – –
OIA
620
Optimum Investment Advisors
Illinois
$6.4K – – –
CPG
621
Cornerstone Planning Group
New Jersey
$5.86K +$389 +27 +6%
BL
622
BFSG LLC
California
$5.82K – – –
Farmers & Merchants Investments Inc
623
Farmers & Merchants Investments Inc
Nebraska
$5.82K – – –
NSIM
624
North Star Investment Management
Illinois
$5.82K – – –
MSFP
625
Mark Sheptoff Financial Planning
Connecticut
$5.82K +$4.32K +300 +150%