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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
651
Hoey Investments
Pennsylvania
– -$19.9K -2,000 Closed
AP
652
Advisors Preferred
Maryland
– -$14K -1,450 Closed
AIMA
653
Ables Iannone Moore & Associates
Georgia
– -$12.3K -1,235 Closed
FBIL
654
First Beijing Investment Ltd
Hong Kong
– -$11.8K -1,181 Closed
Loomis, Sayles & Company
655
Loomis, Sayles & Company
Massachusetts
– -$12K -1,170 Closed
FWM
656
Focused Wealth Management
New York
– -$11.5K -1,154 Closed
TVAMP
657
Tennessee Valley Asset Management Partners
Tennessee
– -$10.9K -1,100 Closed
AFS
658
Annapolis Financial Services
Maryland
– -$9.95K -1,000 Closed
BCM
659
Bourgeon Capital Management
Connecticut
– -$7.53K -757 Closed
AWM
660
Able Wealth Management
New Jersey
– -$6.72K -675 Closed
FPFS
661
First Personal Financial Services
North Carolina
– -$4.99K -501 Closed
LWANC
662
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2.98K -300 Closed
WT
663
Whittier Trust
California
– -$2.98K -300 Closed
WCM
664
Winthrop Capital Management
Indiana
– -$2.98K -300 Closed
CFB
665
Cullen/Frost Bankers
Texas
– -$2.49K -250 Closed
CP
666
Castleview Partners
Texas
– -$1.99K -200 Closed
CWM
667
Cranbrook Wealth Management
Michigan
– -$1.64K -165 Closed
VWM
668
Venturi Wealth Management
Texas
– -$1.19K -120 Closed
AWM
669
Abound Wealth Management
Tennessee
– -$1.06K -107 Closed
BFPW
670
BOK Financial Private Wealth
Colorado
– -$995 -100 Closed
CAM
671
Clarity Asset Management
Iowa
– -$995 -100 Closed
TWP
672
TFO Wealth Partners
Ohio
– -$458 -46 Closed
TC
673
Truvestments Capital
Florida
– -$229 -23 Closed
TCM
674
Tradewinds Capital Management
Washington
– -$120 -12 Closed
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