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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
701
Center for Financial Planning
Michigan
$1.82K – – –
HPC
702
HM Payson & Co
Maine
$1.82K – – –
MWA
703
Miller Wealth Advisors
Colorado
$1.82K – – –
KFI
704
Key Financial Inc
Pennsylvania
$1.82K +$1.32K +100 New
BFS
705
Bare Financial Services
Pennsylvania
$1.49K +$1.08K +82 New
MAS
706
MPWM Advisory Solutions
Georgia
$1.46K – – –
PWMG
707
Private Wealth Management Group
New Jersey
$1.44K – – –
EWA
708
EQ Wealth Advisors
Texas
$1.11K +$105 +8 +15%
WCM
709
WealthTrak Capital Management
Virginia
$1.09K -$264 -20 -25%
PWM
710
Parkworth Wealth Management
California
$1.07K +$330 +25 +74%
POIA
711
Pin Oak Investment Advisors
Texas
$1K – – –
RBC
712
Roble Belko & Company
Pennsylvania
$1K – – –
HFS
713
Hantz Financial Services
Michigan
$1K +$620 +47 +235%
CMP
714
Coston McIsaac & Partners
Maine
$1K +$949 +72 New
TC
715
Truvestments Capital
Florida
$929 – – –
WFA
716
West Financial Advisors
Iowa
$893 – – –
HIA
717
HFM Investment Advisors
New Jersey
$819 +$105 +8 +22%
QWM
718
Quaker Wealth Management
New Jersey
$765 +$554 +42 New
TCM
719
TD Capital Management
Tennessee
$747 – – –
SC
720
Stephens Consulting
Michigan
$729 +$527 +40 New
RFG
721
REAP Financial Group
Texas
$728 – – –
SVWA
722
Sarver Vrooman Wealth Advisors
Missouri
$728 – – –
RA
723
Rise Advisors
New York
$710 -$422 -32 -45%
CWP
724
Concord Wealth Partners
Virginia
$656 – – –
WA
725
Whipplewood Advisors
Colorado
$637 +$132 +10 +40%
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