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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
776
CVA Family Office
Colorado
$12.7K -$7.5K -443 -39%
GGI
777
Godsey & Gibb Inc
Virginia
$12.6K – – –
DF
778
Dunhill Financial
United Kingdom
$12.6K +$5.03K +297 +74%
JWA
779
JFS Wealth Advisors
Pennsylvania
$12.5K +$2.85K +168 +32%
FCAS
780
First Command Advisory Services
Texas
$11.6K -$1.69K -100 -13%
SWP
781
Strategic Wealth Partners
Ohio
$11.3K +$4.24K +250 +66%
ECM
782
Estabrook Capital Management
New York
$11.3K – – –
CIAM
783
Caitong International Asset Management
Hong Kong
$11.2K -$208K -12,283 -95%
IWP
784
IAG Wealth Partners
Wisconsin
$11.1K +$1.24K +73 +13%
JWM
785
JPL Wealth Management
Colorado
$10.9K +$3.24K +191 +46%
GWP
786
Gen-Wealth Partners
Michigan
$10.8K – – –
LB
787
Legacy Bridge
Iowa
$10.8K +$10.2K +600 New
S
788
Sachetta
Massachusetts
$9.68K +$2.02K +119 +28%
HWA
789
Heritage Wealth Advisors
Virginia
$9.41K +$8.89K +525 New
NSIM
790
North Star Investment Management
Illinois
$8.96K -$3.3K -195 -28%
ECA
791
Elevated Capital Advisors
Utah
$8.96K – – –
SIM
792
Synergy Investment Management
Florida
$8.96K – – –
FMP
793
Financial Management Professionals
Texas
$8.96K +$8.47K +500 New
OWP
794
ORG Wealth Partners
Texas
$8.1K – – –
GSWM
795
Golden State Wealth Management
California
$8.07K -$12.7K -750 -63%
CA
796
Crewe Advisors
Utah
$8.07K +$4.24K +250 +125%
TFGT
797
TS Financial Group (TSFG)
Illinois
$8K – – –
HFS
798
Hantz Financial Services
Michigan
$8K +$2.81K +166 +54%
GIA
799
GHP Investment Advisors
Colorado
$7.53K +$678 +40 +11%
VFM
800
Vision Financial Markets
Connecticut
$7.38K – – –
30 31
32
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