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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
651
American Capital Advisory
Idaho
$3.23K
CAS
652
Coppell Advisory Solutions
Texas
$3.13K
GCS
653
Gordian Capital (Singapore)
Singapore
$3.13K +$2.6K +200 New
MSFP
654
Mark Sheptoff Financial Planning
Connecticut
$3.08K
KSWA
655
Kathleen S. Wright Associates
Pennsylvania
$3.08K +$2.6K +200 New
AG
656
AmeriFlex Group
Nevada
$2.59K +$2.13K +164 New
SIC
657
SJS Investment Consulting
Ohio
$2.33K +$195 +15 +11%
DPW
658
DiNuzzo Private Wealth
Pennsylvania
$2.14K +$455 +35 +34%
CWP
659
Concord Wealth Partners
Virginia
$2.09K +$1.3K +100 +278%
SN
660
Sittner & Nelson
Oregon
$2.05K +$1.73K +133 New
HBW
661
Hazlett, Burt & Watson
West Virginia
$2K
DWA
662
Delos Wealth Advisors
Texas
$1.93K
FP
663
Financial Perspectives
Minnesota
$1.93K
Fifth Third Bancorp
664
Fifth Third Bancorp
Ohio
$1.85K
BGAI
665
Bruce G. Allen Investments
Colorado
$1.82K
SAM
666
Synergy Asset Management
Washington
$1.76K +$2.91K +224 New
SWM
667
Sanctuary Wealth Management
Idaho
$1.57K +$559 +43 +73%
ADL
668
Asset Dedication LLC
California
$1.54K -$3.9K -300 -75%
CFFP
669
Center for Financial Planning
Michigan
$1.54K
HPC
670
HM Payson & Co
Maine
$1.54K
CWM
671
Copia Wealth Management
Oregon
$1.54K +$1.3K +100 New
MWA
672
Miller Wealth Advisors
Colorado
$1.54K +$1.3K +100 New
PWA
673
Principia Wealth Advisory
Texas
$1.43K +$1.21K +93 New
FFO
674
Fortitude Family Office
Arizona
$1.42K -$70.8K -5,448 -98%
PWMG
675
Private Wealth Management Group
New Jersey
$1.22K