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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
701
Smartleaf Asset Management
Massachusetts
$54.7K +$190 +9 +0.2%
CWM
702
Copia Wealth Management
Oregon
$53.9K -$36.2K -1,716 -34%
BWA
703
Basecamp Wealth Advisors
Washington
$53.2K -$3.29K -156 -4%
CA
704
Clearstead Advisors
Ohio
$51.5K +$7.69K +365 +13%
AUB
705
Atlantic Union Bankshares
Virginia
$50.7K -$5.27K -250 -7%
AIC
706
Archer Investment Corporation
Indiana
$50.7K +$14.6K +691 +28%
CFB
707
Cullen/Frost Bankers
Texas
$49.1K -$20.2K -957 -24%
LWMI
708
Legacy Wealth Management (Idaho)
Idaho
$47.7K -$14.8K -700 -19%
CJ
709
Caitlin John
Michigan
$47.6K – – –
AA
710
Ancora Advisors
Ohio
$44.5K +$37.4K +1,773 +172%
ZBNA
711
Zions Bancorporation, National Association
Utah
$40.7K -$36K -1,707 -40%
GSEP
712
Golden State Equity Partners
California
$40.1K +$53.2K +2,523 New
SEP
713
Signature Equity Partners
Ohio
$37.7K -$127K -6,023 -72%
AWM
714
Activest Wealth Management
Florida
$37.3K -$2.42K -115 -5%
VR
715
Vision Retirement
New Jersey
$35.3K – – –
TPCW
716
TD Private Client Wealth
New York
$33.7K +$4.59K +218 +11%
CPG
717
Cornerstone Planning Group
New Jersey
$33.6K +$30.9K +1,467 +232%
FHC
718
First Horizon Corporation
Tennessee
$32K -$23.1K -1,098 -35%
BC
719
Barrett & Company
Rhode Island
$31.8K – – –
PWA
720
Provenance Wealth Advisors
Florida
$31.8K – – –
CNBT
721
Cornerstone National Bank & Trust
Illinois
$31.3K – – –
GEA
722
Glen Eagle Advisors
New Jersey
$30.8K – – –
CI
723
CX Institutional
Indiana
$29K – – –
WCM
724
Winthrop Capital Management
Indiana
$29K – – –
TFIPS
725
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.6K – – –
27 28
29
30 31