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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
751
Strategic Investment Solutions
Illinois
$19.7K – – –
Raiffeisen Bank International
752
Raiffeisen Bank International
Austria
$19.3K – – –
GSWM
753
Golden State Wealth Management
California
$19.1K – – –
HBW
754
Hazlett, Burt & Watson
West Virginia
$19K – – –
SIC
755
SJS Investment Consulting
Ohio
$18.9K +$358 +17 +1%
QC
756
Quent Capital
New York
$18.7K +$5.88K +279 +31%
CFO
757
CVA Family Office
Colorado
$18.3K +$23.8K +1,127 +4,900%
TSMHT
758
Thurston Springer Miller Herd & Titak
Indiana
$17.7K – – –
BCM
759
Boreal Capital Management
Florida
$17.5K +$10.5K +500 +83%
FFO
760
Fortitude Family Office
Arizona
$16.5K +$7.34K +348 +50%
GPFA
761
Game Plan Financial Advisors
Ohio
$16.3K -$949 -45 -4%
SWM
762
SHP Wealth Management
Massachusetts
$16.1K -$7.38K -350 -26%
HIW
763
Holos Integrated Wealth
Pennsylvania
$16.1K +$21.1K +1,000 New
BIA
764
Bell Investment Advisors
California
$16K -$506 -24 -2%
BONH
765
Bank of New Hampshire
New Hampshire
$15.9K -$67.5K -3,200 -76%
CFD
766
Creative Financial Designs
Indiana
$15.9K -$5.65K -268 -21%
CFP
767
Comprehensive Financial Planning
Pennsylvania
$15.9K – – –
SS
768
Sunbelt Securities
Texas
$15.9K +$21.1K +1,000 New
WA
769
WPG Advisers
Maryland
$15.3K -$611 -29 -3%
VWM
770
Valley Wealth Managers
New Jersey
$15.3K – – –
Ossiam
771
Ossiam
France
$15.1K -$113K -5,358 -85%
EC
772
Elequin Capital
New York
$15.1K -$36.6K -1,738 -65%
CSPIA
773
Cary Street Partners Investment Advisory
Virginia
$14.9K -$40.9K -1,940 -67%
CFFP
774
Center for Financial Planning
Michigan
$14.7K – – –
SWIM
775
Smallwood Wealth Investment Management
New Jersey
$14.4K +$84 +4 +0.4%