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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
676
Cassady Schiller Wealth Management
Ohio
$1.14K +$961 +74 New
WCM
677
WealthTrak Capital Management
Virginia
$1.08K +$909 +70 New
CA
678
Centerpoint Advisors
Massachusetts
$1K
POIA
679
Pin Oak Investment Advisors
Texas
$1K
PA
680
Pineridge Advisors
Missouri
$907 +$701 +54 +1,080%
RMP
681
Richards, Merrill & Peterson
Washington
$893 +$753 +58 New
FFA
682
Frazier Financial Advisors
Ohio
$891 +$390 +30 +111%
PWS
683
Peterson Wealth Services
Utah
$832 +$701 +54 New
TC
684
Truvestments Capital
Florida
$770 +$649 +50 New
WFA
685
West Financial Advisors
Iowa
$755
Optiver Holding
686
Optiver Holding
Netherlands
$708 +$597 +46 New
RFG
687
REAP Financial Group
Texas
$616
RAM
688
Riggs Asset Management
Pennsylvania
$610
CIAM
689
Caitong International Asset Management
Hong Kong
$601 +$507 +39 New
BTI
690
Blue Trust Inc
Georgia
$554 -$176K -13,570 -100%
GWSA
691
Global Wealth Strategies & Associates
Colorado
$554 +$468 +36 New
PWM
692
Parkworth Wealth Management
California
$416 +$351 +27 New
CIA
693
Cape Investment Advisory
Georgia
$308
EAM
694
Eukles Asset Management
Ohio
$308
SJIM
695
St. Johns Investment Management
Florida
$293
HNW
696
High Note Wealth
Minnesota
$139 +$117 +9 New
TCM
697
Tradewinds Capital Management
Washington
$124 +$104 +8 New
NS
698
NBC Securities
Alabama
$108 -$124K -9,574 -100%
BF
699
BOK Financial
Oklahoma
$99
ACM
700
Anfield Capital Management
California
$92 +$78 +6 New