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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
726
SHP Wealth Management
Massachusetts
$26.9K +$8.2K +484 +48%
TFM
727
TFC Financial Management
Massachusetts
$26.5K -$2.88K -170 -10%
WT
728
Whittier Trust
California
$26.1K
BL
729
BFSG LLC
California
$25.8K
QWM
730
Quaker Wealth Management
New Jersey
$25.3K -$169 -10 -0.7%
HC
731
Hurley Capital
New York
$25.1K
Bessemer Group
732
Bessemer Group
New Jersey
$24K -$136 -8 -0.6%
ACA
733
American Capital Advisory
Idaho
$23.9K +$695 +41 +3%
APW
734
Aventura Private Wealth
Florida
$22.6K
TWD
735
True Wealth Design
Ohio
$22.5K
O
736
Ossiam
France
$21.9K +$4.52K +267 +28%
GBT
737
Grove Bank & Trust
Florida
$21.8K +$7.07K +417 +52%
SIC
738
SJS Investment Consulting
Ohio
$21.6K +$203 +12 +1%
KFAS
739
Keating Financial Advisory Services
Kansas
$21.5K +$9K +531 +80%
HBW
740
Hazlett, Burt & Watson
West Virginia
$21K
VSQM
741
V-Square Quantitative Management
Illinois
$20.5K -$5.22K -308 -21%
GPFA
742
Game Plan Financial Advisors
Ohio
$20.2K +$1.69K +100 +10%
TSMHT
743
Thurston Springer Miller Herd & Titak
Indiana
$20K
HCM
744
Hollencrest Capital Management
California
$19.7K -$59.6K -3,516 -76%
TFA
745
Transamerica Financial Advisors
Florida
$19.5K +$12.6K +742 +216%
VCM
746
Versant Capital Management
Arizona
$18.5K +$6.71K +396 +62%
BIA
747
Bell Investment Advisors
California
$18K -$51 -3 -0.3%
BONH
748
Bank of New Hampshire
New Hampshire
$17.9K
CFP
749
Comprehensive Financial Planning
Pennsylvania
$17.9K
CFD
750
Creative Financial Designs
Indiana
$17.9K