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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
601
Main Street Financial Solutions
Pennsylvania
$301K +$270K +11,393 New
MA
602
Modus Advisors
Minnesota
$299K +$268K +11,308 New
MW
603
Maia Wealth
Colorado
$299K +$232K +9,776 New
RE
604
Rydar Equities
Texas
$298K +$274K +11,559 New
DS
605
DRW Securities
Illinois
$296K -$305K -12,837 -53%
LFG
606
Larson Financial Group
Missouri
$296K +$218K +9,173 +454%
PCIA
607
Prime Capital Investment Advisors
Kansas
$296K +$266K +11,193 New
USCWA
608
U.S. Capital Wealth Advisors
Texas
$296K -$32.4K -1,364 -11%
PAS
609
PKS Advisory Services
New York
$294K +$2.97K +125 +1%
CI
610
Cigna Investments
Connecticut
$291K +$10.6K +446 +4%
NAM
611
NTV Asset Management
West Virginia
$291K +$261K +11,000 New
GF
612
Gries Financial
Ohio
$289K +$259K +10,928 New
HWM
613
Horizon Wealth Management
Illinois
$288K – – –
RG
614
Rathbones Group
United Kingdom
$287K +$258K +10,871 New
SCM
615
Steele Capital Management
Iowa
$284K +$255K +10,750 New
ATPW
616
Ashton Thomas Private Wealth
Arizona
$284K +$255K +10,736 New
AAP
617
Arax Advisory Partners
Colorado
$282K +$65.6K +2,763 +35%
MPWS
618
McCarter Private Wealth Services
Massachusetts
$282K +$253K +10,663 New
JCM
619
Jacobi Capital Management
Pennsylvania
$279K – – –
MCA
620
Millennium Capital Advisors
Arkansas
$279K +$250K +10,550 New
VVP
621
Venture Visionary Partners
Ohio
$277K +$249K +10,476 New
PIA
622
Panoramic Investment Advisors
Colorado
$276K -$4.75K -200 -2%
SC
623
Savant Capital
Illinois
$274K +$246K +10,387 New
GS
624
GTS Securities
Florida
$270K +$243K +10,227 New
AW
625
Avion Wealth
Texas
$270K +$1.5K +63 +0.6%
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