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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
651
Coppell Advisory Solutions
Texas
$3.13K – – –
GCS
652
Gordian Capital (Singapore)
Singapore
$3.13K +$2.6K +200 New
MSFP
653
Mark Sheptoff Financial Planning
Connecticut
$3.08K – – –
KSWA
654
Kathleen S. Wright Associates
Pennsylvania
$3.08K +$2.6K +200 New
AG
655
AmeriFlex Group
Nevada
$2.59K +$2.13K +164 New
SIC
656
SJS Investment Consulting
Ohio
$2.33K +$195 +15 +11%
DPW
657
DiNuzzo Private Wealth
Pennsylvania
$2.14K +$455 +35 +34%
CWP
658
Concord Wealth Partners
Virginia
$2.09K +$1.3K +100 +278%
SN
659
Sittner & Nelson
Oregon
$2.05K +$1.73K +133 New
HBW
660
Hazlett, Burt & Watson
West Virginia
$2K – – –
WOC
661
West Oak Capital
California
$2K +$1.65K +127 New
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 – – –