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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
626
Insigneo Advisory Services
Florida
$268K +$240K +10,127 New
MWM
627
Meadowbrook Wealth Management
New York
$266K +$239K +10,075 New
RWA
628
Rooted Wealth Advisors
Illinois
$265K +$249K +10,483 New
OHWP
629
Oak Harbor Wealth Partners
North Carolina
$264K
TWM
630
Trueblood Wealth Management
Ohio
$264K +$237K +10,000 New
ECM
631
Evergreen Capital Management
Washington
$263K +$236K +9,945 New
AGA
632
Accuvest Global Advisors
Utah
$257K -$259K -10,926 -53%
AWM
633
Apollon Wealth Management
South Carolina
$255K +$229K +9,648 New
CIA
634
Capital Investment Advisors
Georgia
$253K +$227K +9,586 New
GI
635
GAMMA Investing
California
$253K +$23.9K +1,006 +12%
TFA
636
Trinity Financial Advisors
Ohio
$249K +$223K +9,413 New
CCWM
637
Cassaday & Co Wealth Management
Virginia
$248K +$223K +9,400 New
FCM
638
Fortis Capital Management
Washington
$248K +$223K +9,383 New
DA
639
Dash Acquisitions
California
$247K +$190K +8,000 New
PA
640
Parallel Advisors
California
$247K -$116K -4,877 -34%
FRA
641
Frank Rimerman Advisors
California
$247K +$222K +9,335 New
HSA
642
HBK Sorce Advisory
Pennsylvania
$242K +$205K +8,629 New
Optiver Holding
643
Optiver Holding
Netherlands
$241K +$217K +9,133 New
NG
644
Norden Group
Utah
$238K +$214K +9,011 New
ZIG
645
Zullo Investment Group
Pennsylvania
$238K +$214K +9,000 New
CCWM
646
Correct Capital Wealth Management
Missouri
$237K +$213K +8,983 New
FFN
647
Focus Financial Network
Minnesota
$235K +$211K +8,906 New
PWPS
648
Pinnacle Wealth Planning Services
Ohio
$235K +$211K +8,892 New
HWM
649
HB Wealth Management
Georgia
$234K +$211K +8,874 New
FHA
650
Flagship Harbor Advisors
Massachusetts
$234K +$210K +8,851 New