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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
651
AssetMark Inc
California
$2.28K -$605 -42 -18%
CT
652
Colonial Trust
South Carolina
$2.21K -$2.71K -188 -50%
HWP
653
Highline Wealth Partners
California
$2.21K +$2.74K +190 New
DPW
654
DiNuzzo Private Wealth
Pennsylvania
$2.2K +$721 +50 +36%
AG
655
AmeriFlex Group
Nevada
$1.91K
VFM
656
Vision Financial Markets
Connecticut
$1.75K +$2.16K +150 New
SN
657
Sittner & Nelson
Oregon
$1.55K
FP
658
Financial Perspectives
Minnesota
$1.45K
AWM
659
Abound Wealth Management
Tennessee
$1.45K +$1.8K +125 New
CI
660
Cordant Inc
Oregon
$1.45K +$1.8K +125 New
BGAI
661
Bruce G. Allen Investments
Colorado
$1.37K
FFO
662
Fortitude Family Office
Arizona
$1.3K +$288 +20 +22%
CTC
663
Central Trust Company
Missouri
$1.25K -$16K -1,113 -91%
PWA
664
Physician Wealth Advisors
Utah
$1.25K +$1.54K +107 New
ADL
665
Asset Dedication LLC
California
$1.16K
CFFP
666
Center for Financial Planning
Michigan
$1.16K
HPC
667
HM Payson & Co
Maine
$1.16K
MWA
668
Miller Wealth Advisors
Colorado
$1.16K
BWM
669
Bernard Wealth Management
Michigan
$1.16K +$1.44K +100 New
PWA
670
Principia Wealth Advisory
Texas
$1.09K +$43 +3 +3%
Bessemer Group
671
Bessemer Group
New Jersey
$1K -$359K -24,936 -100%
POIA
672
Pin Oak Investment Advisors
Texas
$1K
RBC
673
Roble Belko & Company
Pennsylvania
$1K +$202 +14 +44%
WCM
674
WealthTrak Capital Management
Virginia
$931 +$144 +10 +14%
MAS
675
MPWM Advisory Solutions
Georgia
$930 -$29.3K -2,030 -96%