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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
701
Integrity Wealth Solutions
Colorado
$234K +$249K +8,926 New
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$233K +$167 +6 +0.1%
SFG
703
Strive Financial Group
Indiana
$231K +$246K +8,811 New
Aberdeen Group
704
Aberdeen Group
United Kingdom
$228K +$4.82K +173 +2%
I
705
InceptionR
California
$228K +$243K +8,707 New
XF
706
XML Financial
Maryland
$224K +$239K +8,574 New
AU
707
AlphaGrep UK
$224K +$238K +8,556 New
TWA
708
Trellis Wealth Advisors
California
$223K +$237K +8,500 New
SC
709
SouthState Corp
Florida
$222K -$2.4K -86 -1%
SEP
710
Signature Equity Partners
Ohio
$220K +$234K +8,400 New
VVP
711
Venture Visionary Partners
Ohio
$220K -$58.1K -2,084 -20%
S
712
Sunpointe
Missouri
$219K -$691K -24,813 -75%
LSPW
713
Lake Street Private Wealth
Illinois
$219K +$10.9K +390 +5%
HR
714
Howe & Rusling
New York
$218K +$232K +8,341 New
OA
715
Oasis Advisors
Iowa
$218K +$232K +8,318 New
ONB
716
Old National Bancorp
Indiana
$218K -$5.13K -184 -2%
DAM
717
DLD Asset Management
New York
$216K +$230K +8,251 New
RWMG
718
Redwood Wealth Management Group
New Jersey
$216K -$5.57K -200 -2%
BAM
719
Blueshift Asset Management
New Jersey
$215K +$229K +8,216 New
CF
720
Claris Financial
Virginia
$215K +$229K +8,211 New
CCC
721
Compass Capital Corp
Massachusetts
$214K -$690K -24,770 -71%
QWM
722
Quadcap Wealth Management
Texas
$213K -$390 -14 -0.2%
FAL
723
Focused Alpha LLC
Colorado
$210K +$223K +8,019 New
SCM
724
SCS Capital Management
Massachusetts
$210K -$114K -4,076 -34%
FMLI
725
Fukoku Mutual Life Insurance
Japan
$210K +$223K +8,006 New