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SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
601
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31K – – –
CAL
602
Capital Advisors Ltd
Ohio
$30K +$448 +34 +2%
BBPWM
603
Blue Bell Private Wealth Management
Pennsylvania
$29.3K -$1.45K -110 -6%
HC
604
Hurley Capital
New York
$25.5K -$2.31K -175 -11%
TSMHT
605
Thurston Springer Miller Herd & Titak
Indiana
$25.4K – – –
SRCM
606
Signature Resources Capital Management
California
$24.4K – – –
HWM
607
Hemington Wealth Management
Virginia
$24K +$1.61K +122 +10%
PFBT
608
Parkside Financial Bank & Trust
Missouri
$24K +$237 +18 +1%
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$23.3K -$1.74K -132 -9%
APW
610
Aventura Private Wealth
Florida
$23.3K -$659 -50 -4%
TWD
611
True Wealth Design
Ohio
$23.1K +$8.66K +657 +107%
RIL
612
Rothschild Investment LLC
Illinois
$22.5K +$923 +70 +6%
AP
613
Aspect Partners
Virginia
$21.9K +$11.4K +865 +256%
HWM
614
HighMark Wealth Management
Minnesota
$21.1K +$686 +52 +5%
CI
615
CX Institutional
Indiana
$21K – – –
MAM
616
Meeder Asset Management
Ohio
$18.8K -$272K -20,600 -95%
BIA
617
Bell Investment Advisors
California
$18.3K +$514 +39 +4%
BTC
618
Bank & Trust Company
Illinois
$18.2K – – –
CFP
619
Comprehensive Financial Planning
Pennsylvania
$18.2K – – –
GSWM
620
Golden State Wealth Management
California
$18.2K – – –
MCI
621
MRP Capital Investments
Georgia
$18.2K – – –
BCWM
622
Bartlett & Co Wealth Management
Ohio
$18.2K +$13.2K +1,000 New
MTC
623
Matrix Trust Company
Colorado
$18K +$13K +986 New
SWIM
624
Smallwood Wealth Investment Management
New Jersey
$17.2K +$264 +20 +2%
GWSG
625
GPS Wealth Strategies Group
Colorado
$16.5K -$3.3K -250 -22%
23 24
25
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