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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
701
Advisors Asset Management
Colorado
$54K +$26.9K +1,588 +112%
ZBNA
702
Zions Bancorporation, National Association
Utah
$49.7K +$3.49K +206 +8%
MIFH
703
Migdal Insurance & Financial Holdings
Israel
$49.3K -$678K -40,035 -94%
QC
704
Quent Capital
New York
$48.8K +$26.1K +1,539 +130%
C
705
Covestor
United Kingdom
$48K +$36.4K +2,146 +403%
B
706
Bellecapital
Switzerland
$44.1K +$41.7K +2,459 New
CI
707
CX Institutional
Indiana
$44K +$11.1K +658 +36%
FHC
708
First Horizon Corporation
Tennessee
$43.5K +$6.93K +409 +20%
IA
709
IFG Advisory
Georgia
$40.5K +$38.3K +2,261 New
VR
710
Vision Retirement
New Jersey
$39.8K – – –
BCM
711
Blume Capital Management
California
$38.5K +$11K +650 +43%
MI
712
Markowski Investments
Florida
$38.1K +$36K +2,126 New
CNBT
713
Cornerstone National Bank & Trust
Illinois
$36.9K – – –
BC
714
Barrett & Company
Rhode Island
$35.9K – – –
PWA
715
Provenance Wealth Advisors
Florida
$35.9K – – –
GEA
716
Glen Eagle Advisors
New Jersey
$34.7K – – –
CPG
717
Cornerstone Planning Group
New Jersey
$34.3K -$1.51K -89 -4%
CFM
718
Compass Financial Management
Florida
$34K +$32.1K +1,894 New
TPCW
719
TD Private Client Wealth
New York
$33.5K -$4.25K -251 -12%
WCM
720
Winthrop Capital Management
Indiana
$33K – – –
TFIPS
721
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.3K – – –
BTI
722
Blue Trust Inc
Georgia
$31.2K +$4.27K +252 +17%
OCWP
723
Owl Creek Wealth Partners
Colorado
$30.9K +$847 +50 +3%
BCM
724
Boreal Capital Management
Florida
$30.5K +$10.2K +600 +55%
CAL
725
Capital Advisors Ltd
Ohio
$30K – – –
27 28
29
30 31