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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
751
Cooper/Haims Advisors
New York
-$93.5K -11,900 Closed
GWMIA
752
Global Wealth Management Investment Advisory
Florida
-$93.3K -11,870 Closed
PFGIA
753
Patriot Financial Group Insurance Agency
Massachusetts
-$91K -11,584 Closed
FRM
754
Fox Run Management
Connecticut
-$89.4K -11,368 Closed
AWM
755
Accurate Wealth Management
Florida
-$113K -11,090 Closed
KNW
756
Kesler Norman & Wride
Utah
-$86.5K -11,000 Closed
GC
757
Guggenheim Capital
Illinois
-$85.2K -10,843 Closed
G
758
Gainplan
Michigan
-$68.4K -10,351 Closed
Brown Advisory
759
Brown Advisory
Maryland
-$80.6K -10,255 Closed
GWANC
760
Guardian Wealth Advisors (North Carolina)
North Carolina
-$80.1K -10,188 Closed
SB
761
Strategic Blueprint
Georgia
-$79.1K -10,068 Closed
KWM
762
Keebeck Wealth Management
Illinois
-$78.6K -10,000 Closed
CM
763
Caption Management
Oklahoma
-$75.3K -5,797 Closed
WPW
764
Waldron Private Wealth
Pennsylvania
-$38.9K -4,947 Closed
HWA
765
HHM Wealth Advisors
Tennessee
-$27.1K -3,450 Closed
CPA
766
Capital Performance Advisors
California
-$26.8K -3,412 Closed
PFG
767
Prosperity Financial Group
California
-$25.2K -3,200 Closed
BWP
768
Baldwin Wealth Partners
Massachusetts
-$21.3K -2,706 Closed
Allspring Global Investments
769
Allspring Global Investments
North Carolina
-$16.7K -2,122 Closed
SHIM
770
Stone House Investment Management
Pennsylvania
-$11.8K -1,500 Closed
FWM
771
Focused Wealth Management
New York
-$9.38K -1,194 Closed
RP
772
Raelipskie Partnership
Ontario, Canada
-$7.86K -1,000 Closed
JPWM
773
Jamison Private Wealth Management
Georgia
-$4.44K -565 Closed
SC
774
Stephens Consulting
Michigan
-$3.93K -500 Closed
LOIM
775
Liberty One Investment Management
Illinois
-$2.46K -313 Closed