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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
676
WealthTrak Capital Management
Virginia
$931 +$144 +10 +14%
MAS
677
MPWM Advisory Solutions
Georgia
$930 -$29.3K -2,030 -96%
PWMG
678
Private Wealth Management Group
New Jersey
$919 – – –
OP
679
ORG Partners
Indiana
$893 +$1.08K +75 New
RA
680
Rise Advisors
New York
$826 +$1.02K +71 New
HFS
681
Hughes Financial Services
Virginia
$798 +$966 +67 New
WA
682
Whipplewood Advisors
Colorado
$779 +$360 +25 New
CAM
683
Chesapeake Asset Management
New York
$721 +$894 +62 New
RMP
684
Richards, Merrill & Peterson
Washington
$675 – – –
EWA
685
EQ Wealth Advisors
Texas
$616 +$764 +53 New
TC
686
Truvestments Capital
Florida
$593 +$14 +1 +2%
WFA
687
West Financial Advisors
Iowa
$570 – – –
CH
688
Cromwell Holdings
Wyoming
$558 +$692 +48 New
TCM
689
TD Capital Management
Tennessee
$477 +$591 +41 New
RFG
690
REAP Financial Group
Texas
$465 – – –
SVWA
691
Sarver Vrooman Wealth Advisors
Missouri
$465 +$576 +40 New
RWM
692
Rialto Wealth Management
New York
$431 -$5.43K -377 -91%
HIA
693
HFM Investment Advisors
New Jersey
$431 +$533 +37 New
CWP
694
Concord Wealth Partners
Virginia
$419 -$1.44K -100 -74%
BTI
695
Blue Trust Inc
Georgia
$419 – – –
PWM
696
Parkworth Wealth Management
California
$395 +$101 +7 +26%
FFA
697
Frazier Financial Advisors
Ohio
$315 -$432 -30 -53%
BCMLT
698
Beacon Capital Management LLC (Tennessee)
Tennessee
$294 +$360 +25 New
BHWM
699
Bay Harbor Wealth Management
Maryland
$290 +$360 +25 New
CIA
700
Cape Investment Advisory
Georgia
$233 – – –