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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
751
Transamerica Financial Advisors
Florida
$19.5K +$12.6K +742 +216%
VCM
752
Versant Capital Management
Arizona
$18.5K +$6.71K +396 +62%
BIA
753
Bell Investment Advisors
California
$18K -$51 -3 -0.3%
BONH
754
Bank of New Hampshire
New Hampshire
$17.9K – – –
CFP
755
Comprehensive Financial Planning
Pennsylvania
$17.9K – – –
CFD
756
Creative Financial Designs
Indiana
$17.9K – – –
MCI
757
MRP Capital Investments
Georgia
$17.9K +$16.9K +1,000 New
SEP
758
Signature Equity Partners
Ohio
$17.9K -$23.4K -1,381 -58%
HIW
759
Holos Integrated Wealth
Pennsylvania
$17.8K – – –
EP
760
Essential Partners
California
$17.7K -$51.3K -3,026 -75%
AIM
761
Anchor Investment Management
South Carolina
$17.6K +$8.89K +525 +115%
FFO
762
Fortitude Family Office
Arizona
$17.3K -$1.27K -75 -7%
VWM
763
Valley Wealth Managers
New Jersey
$17.3K – – –
CFFP
764
Center for Financial Planning
Michigan
$16.6K – – –
MA
765
MCF Advisors
Kentucky
$16.2K -$6.79K -401 -31%
SWIM
766
Smallwood Wealth Investment Management
New Jersey
$16.1K -$68 -4 -0.4%
AP
767
Aspect Partners
Virginia
$15K -$203 -12 -1%
SL
768
Salomon & Ludwin
Virginia
$14.7K – – –
Bank Julius Baer & Co
769
Bank Julius Baer & Co
Switzerland
$14.4K -$3.89M -229,849 -100%
CB
770
CNB Bank
Pennsylvania
$14.4K +$5.1K +301 +60%
WA
771
WPG Advisers
Maryland
$13.9K -$3.17K -187 -19%
FP
772
Financial Perspectives
Minnesota
$13.9K – – –
APW
773
Atlantic Private Wealth
North Carolina
$13.4K – – –
SIC
774
Salem Investment Counselors
North Carolina
$13.3K -$593 -35 -4%
FIA
775
FNY Investment Advisers
New York
$13K +$12.7K +750 New