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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
726
Key Financial Inc
Pennsylvania
$29.6K +$15.2K +900 +120%
MMCM
727
Murphy & Mullick Capital Management
New York
$28.2K – – –
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$28K +$3.98K +235 +18%
PFBT
729
Parkside Financial Bank & Trust
Missouri
$27.1K +$2.42K +143 +10%
CSPIA
730
Cary Street Partners Investment Advisory
Virginia
$27.1K +$9.66K +570 +61%
BCWM
731
Bartlett & Co Wealth Management
Ohio
$27K – – –
SWM
732
SHP Wealth Management
Massachusetts
$26.9K +$8.2K +484 +48%
TFM
733
TFC Financial Management
Massachusetts
$26.5K -$2.88K -170 -10%
WT
734
Whittier Trust
California
$26.1K – – –
BL
735
BFSG LLC
California
$25.8K – – –
QWM
736
Quaker Wealth Management
New Jersey
$25.3K -$169 -10 -0.7%
HC
737
Hurley Capital
New York
$25.1K – – –
Bessemer Group
738
Bessemer Group
New Jersey
$24K -$136 -8 -0.6%
ACA
739
American Capital Advisory
Idaho
$23.9K +$695 +41 +3%
APW
740
Aventura Private Wealth
Florida
$22.6K – – –
TWD
741
True Wealth Design
Ohio
$22.5K – – –
O
742
Ossiam
France
$21.9K +$4.52K +267 +28%
GBT
743
Grove Bank & Trust
Florida
$21.8K +$7.07K +417 +52%
SIC
744
SJS Investment Consulting
Ohio
$21.6K +$203 +12 +1%
KFAS
745
Keating Financial Advisory Services
Kansas
$21.5K +$9K +531 +80%
HBW
746
Hazlett, Burt & Watson
West Virginia
$21K – – –
VSQM
747
V-Square Quantitative Management
Illinois
$20.5K -$5.22K -308 -21%
GPFA
748
Game Plan Financial Advisors
Ohio
$20.2K +$1.69K +100 +10%
TSMHT
749
Thurston Springer Miller Herd & Titak
Indiana
$20K – – –
HCM
750
Hollencrest Capital Management
California
$19.7K -$59.6K -3,516 -76%