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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
NSG
651
Nalls Sherbakoff Group
Tennessee
$2.33K +$2.88K +200 New
AssetMark Inc
652
AssetMark Inc
California
$2.28K -$605 -42 -18%
CT
653
Colonial Trust
South Carolina
$2.21K -$2.71K -188 -50%
HWP
654
Highline Wealth Partners
California
$2.21K +$2.74K +190 New
DPW
655
DiNuzzo Private Wealth
Pennsylvania
$2.2K +$721 +50 +36%
AG
656
AmeriFlex Group
Nevada
$1.91K – – –
VFM
657
Vision Financial Markets
Connecticut
$1.75K +$2.16K +150 New
SN
658
Sittner & Nelson
Oregon
$1.55K – – –
WOC
659
West Oak Capital
California
$1.5K – – –
FP
660
Financial Perspectives
Minnesota
$1.45K – – –
AWM
661
Abound Wealth Management
Tennessee
$1.45K +$1.8K +125 New
CI
662
Cordant Inc
Oregon
$1.45K +$1.8K +125 New
BGAI
663
Bruce G. Allen Investments
Colorado
$1.37K – – –
FFO
664
Fortitude Family Office
Arizona
$1.3K +$288 +20 +22%
CTC
665
Central Trust Company
Missouri
$1.25K -$16K -1,113 -91%
PWA
666
Physician Wealth Advisors
Utah
$1.25K +$1.54K +107 New
ADL
667
Asset Dedication LLC
California
$1.16K – – –
CFFP
668
Center for Financial Planning
Michigan
$1.16K – – –
HPC
669
HM Payson & Co
Maine
$1.16K – – –
MWA
670
Miller Wealth Advisors
Colorado
$1.16K – – –
BWM
671
Bernard Wealth Management
Michigan
$1.16K +$1.44K +100 New
PWA
672
Principia Wealth Advisory
Texas
$1.09K +$43 +3 +3%
Bessemer Group
673
Bessemer Group
New Jersey
$1K -$359K -24,936 -100%
POIA
674
Pin Oak Investment Advisors
Texas
$1K – – –
RBC
675
Roble Belko & Company
Pennsylvania
$1K +$202 +14 +44%