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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
MCI
751
MRP Capital Investments
Georgia
$17.9K +$16.9K +1,000 New
SEP
752
Signature Equity Partners
Ohio
$17.9K -$23.4K -1,381 -58%
HIW
753
Holos Integrated Wealth
Pennsylvania
$17.8K
EP
754
Essential Partners
California
$17.7K -$51.3K -3,026 -75%
FFO
755
Fortitude Family Office
Arizona
$17.3K -$1.27K -75 -7%
VWM
756
Valley Wealth Managers
New Jersey
$17.3K
CFFP
757
Center for Financial Planning
Michigan
$16.6K
MA
758
MCF Advisors
Kentucky
$16.2K -$6.79K -401 -31%
SWIM
759
Smallwood Wealth Investment Management
New Jersey
$16.1K -$68 -4 -0.4%
AP
760
Aspect Partners
Virginia
$15K -$203 -12 -1%
SL
761
Salomon & Ludwin
Virginia
$14.7K
Bank Julius Baer & Co
762
Bank Julius Baer & Co
Switzerland
$14.4K -$3.89M -229,849 -100%
CB
763
CNB Bank
Pennsylvania
$14.4K +$5.1K +301 +60%
WA
764
WPG Advisers
Maryland
$13.9K -$3.17K -187 -19%
FP
765
Financial Perspectives
Minnesota
$13.9K
APW
766
Atlantic Private Wealth
North Carolina
$13.4K
SIC
767
Salem Investment Counselors
North Carolina
$13.3K -$593 -35 -4%
FIA
768
FNY Investment Advisers
New York
$13K +$12.7K +750 New
CFO
769
CVA Family Office
Colorado
$12.7K -$7.5K -443 -39%
GGI
770
Godsey & Gibb Inc
Virginia
$12.6K
DF
771
Dunhill Financial
United Kingdom
$12.6K +$5.03K +297 +74%
JWA
772
JFS Wealth Advisors
Pennsylvania
$12.5K +$2.85K +168 +32%
FCAS
773
First Command Advisory Services
Texas
$11.6K -$1.69K -100 -13%
SWP
774
Strategic Wealth Partners
Ohio
$11.3K +$4.24K +250 +66%
ECM
775
Estabrook Capital Management
New York
$11.3K