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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
B
701
Bellecapital
Switzerland
$44.1K +$41.7K +2,459 New
CI
702
CX Institutional
Indiana
$44K +$11.1K +658 +36%
FHC
703
First Horizon Corporation
Tennessee
$43.5K +$6.93K +409 +20%
IA
704
IFG Advisory
Georgia
$40.5K +$38.3K +2,261 New
VR
705
Vision Retirement
New Jersey
$39.8K – – –
BCM
706
Blume Capital Management
California
$38.5K +$11K +650 +43%
MI
707
Markowski Investments
Florida
$38.1K +$36K +2,126 New
CNBT
708
Cornerstone National Bank & Trust
Illinois
$36.9K – – –
BC
709
Barrett & Company
Rhode Island
$35.9K – – –
PWA
710
Provenance Wealth Advisors
Florida
$35.9K – – –
GEA
711
Glen Eagle Advisors
New Jersey
$34.7K – – –
CPG
712
Cornerstone Planning Group
New Jersey
$34.3K -$1.51K -89 -4%
CFM
713
Compass Financial Management
Florida
$34K +$32.1K +1,894 New
TPCW
714
TD Private Client Wealth
New York
$33.5K -$4.25K -251 -12%
WCM
715
Winthrop Capital Management
Indiana
$33K – – –
TFIPS
716
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.3K – – –
BTI
717
Blue Trust Inc
Georgia
$31.2K +$4.27K +252 +17%
OCWP
718
Owl Creek Wealth Partners
Colorado
$30.9K +$847 +50 +3%
BCM
719
Boreal Capital Management
Florida
$30.5K +$10.2K +600 +55%
CAL
720
Capital Advisors Ltd
Ohio
$30K – – –
KFI
721
Key Financial Inc
Pennsylvania
$29.6K +$15.2K +900 +120%
MMCM
722
Murphy & Mullick Capital Management
New York
$28.2K – – –
MPWT
723
MassMutual Private Wealth & Trust
Connecticut
$28K +$3.98K +235 +18%
CSPIA
724
Cary Street Partners Investment Advisory
Virginia
$27.1K +$9.66K +570 +61%
BCWM
725
Bartlett & Co Wealth Management
Ohio
$27K – – –
27 28
29
30 31