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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
776
HB Wealth Management
Georgia
– -$221K -14,325 Closed
CCB
777
Cutter & Co Brokerage
Missouri
– -$219K -14,200 Closed
WAP
778
Wealthcare Advisory Partners
Pennsylvania
– -$219K -14,199 Closed
VWM
779
Venturi Wealth Management
Texas
– -$200K -13,011 Closed
ICP
780
Interchange Capital Partners
Pennsylvania
– -$189K -12,246 Closed
ODG
781
O'Dell Group
Ohio
– -$186K -12,108 Closed
PFS
782
Prospect Financial Services
New York
– -$180K -11,700 Closed
CD
783
Chapin Davis
Maryland
– -$90.6K -11,525 Closed
AWM
784
Axxcess Wealth Management
California
– -$173K -11,254 Closed
WC
785
Waterloo Capital
Texas
– -$173K -11,246 Closed
PAS
786
PKS Advisory Services
New York
– -$172K -11,195 Closed
KFP
787
KMG Fiduciary Partners
Ohio
– -$171K -11,094 Closed
MCA
788
Millennium Capital Advisors
Arkansas
– -$164K -10,650 Closed
WFPG
789
Waller Financial Planning Group
Ohio
– -$157K -10,227 Closed
DA
790
Dash Acquisitions
California
– -$162K -10,000 Closed
RS
791
R Squared
Hong Kong
– -$127K -8,225 Closed
T
792
Transce3nd
Texas
– -$116K -7,500 Closed
MA
793
Modus Advisors
Minnesota
– -$93K -6,039 Closed
CJ
794
Caitlin John
Michigan
– -$60.1K -3,900 Closed
CJL
795
Cyrus J. Lawrence
New York
– -$43K -2,800 Closed
EC
796
Elequin Capital
New York
– -$42K -2,726 Closed
SIS
797
Sound Income Strategies
Florida
– -$38.5K -2,500 Closed
AWM
798
Avior Wealth Management
Nebraska
– -$33.5K -2,178 Closed
FIA
799
FNY Investment Advisers
New York
– -$33K -2,167 Closed
HCM
800
Hollencrest Capital Management
California
– -$30.8K -2,000 Closed
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