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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
751
Parkside Financial Bank & Trust
Missouri
$35K +$190 +8 +0.6%
TWD
752
True Wealth Design
Ohio
$34.4K +$759 +32 +3%
BCM
753
Blume Capital Management
California
$34.3K +$10.7K +450 +53%
APW
754
Aventura Private Wealth
Florida
$33.8K
AssetMark Inc
755
AssetMark Inc
California
$33.6K +$10.1K +427 +50%
RIL
756
Rothschild Investment LLC
Illinois
$33.2K +$475 +20 +2%
CFD
757
Creative Financial Designs
Indiana
$33K +$29.7K +1,250 New
SIS
758
Strategic Investment Solutions
Illinois
$32.5K +$25.5K +1,075 +694%
HWM
759
HighMark Wealth Management
Minnesota
$31.7K +$925 +39 +3%
GSWM
760
Golden State Wealth Management
California
$31.7K +$4.75K +200 +20%
HBW
761
Hazlett, Burt & Watson
West Virginia
$31K -$26.7K -1,124 -49%
CI
762
CX Institutional
Indiana
$31K
AAS
763
Ameritas Advisory Services
Nebraska
$30.3K -$114K -4,809 -81%
SIC
764
SJS Investment Consulting
Ohio
$29.6K +$23.7K +1,000 +840%
SL
765
Salomon & Ludwin
Virginia
$29.5K +$27.7K +1,168 New
BWL
766
Bogart Wealth LLC
Virginia
$28.4K -$94.4K -3,977 -79%
BIA
767
Bell Investment Advisors
California
$26.6K
GPFA
768
Game Plan Financial Advisors
Ohio
$26.4K -$99.7K -4,200 -81%
CFP
769
Comprehensive Financial Planning
Pennsylvania
$26.4K
WA
770
WPG Advisers
Maryland
$26.2K +$2.37K +100 +11%
AP
771
Aspect Partners
Virginia
$25.3K -$5.84K -246 -20%
C
772
Covestor
United Kingdom
$25K -$214K -9,023 -90%
WJA
773
Willis Johnson & Associates
Texas
$24.7K +$22.2K +935 New
SWIM
774
Smallwood Wealth Investment Management
New Jersey
$23.8K -$1.07K -45 -5%
AG
775
AmeriFlex Group
Nevada
$23.1K +$20.8K +876 New