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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
726
Corsair Capital Management
New York
$209K +$56 +2 +0%
SSWM
727
Smith Salley Wealth Management
North Carolina
$209K – – –
BFIC
728
Bedell Frazier Investment Counselling
California
$208K -$2.63M -94,300 -92%
NA
729
Nautilus Advisors
California
$207K -$16.7K -600 -7%
TC
730
TwinBeech Capital
New York
$206K -$9.2M -330,169 -98%
AWM
731
Avaii Wealth Management
Wisconsin
$205K – – –
SP
732
SIH Partners
Delaware
$203K +$216K +7,762 New
GH
733
GAM Holding
Switzerland
$203K +$216K +7,743 New
GFPC
734
Global Financial Private Client
Florida
$202K -$273K -9,800 -56%
CQWA
735
Chokshi & Queen Wealth Advisors
California
$202K +$215K +7,700 New
TWA
736
Tulsa Wealth Advisors
Oklahoma
$201K +$214K +7,680 New
QCG
737
Quadrant Capital Group
Ohio
$201K +$190K +6,831 +814%
IC
738
IEQ Capital
California
$201K -$288K -10,336 -57%
CWA
739
CogentBlue Wealth Advisors
Tennessee
$200K +$213K +7,646 New
NRG
740
Nemes Rush Group
Michigan
$199K -$223 -8 -0.1%
NS
741
NBC Securities
Alabama
$197K +$2.79K +100 +1%
AF
742
Advisornet Financial
Minnesota
$189K +$195 +7 +0.1%
MIFH
743
Migdal Insurance & Financial Holdings
Israel
$186K +$195K +7,000 New
MCM
744
MAI Capital Management
Ohio
$181K +$2.4K +86 +1%
WWM
745
Wolff Wiese Magana
California
$173K – – –
KAS
746
Kemnay Advisory Services
New York
$169K +$180K +6,450 New
O
747
Ossiam
France
$165K +$85.2K +3,056 +94%
TFA
748
Toth Financial Advisory
Virginia
$161K +$22.3K +800 +15%
EW
749
Elyxium Wealth
California
$157K +$167K +6,000 New
LS
750
Livforsakringsbolaget Skandia
Sweden
$157K – – –
28 29
30
31 32