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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
801
Bangor Savings Bank
Maine
$7.26K +$85 +5 +1%
CH
802
Cromwell Holdings
Wyoming
$7.19K +$3.02K +178 +80%
ATC
803
Adirondack Trust Company
New York
$7.17K – – –
CTC
804
Central Trust Company
Missouri
$7.17K – – –
HNB
805
Hilltop National Bank
Wyoming
$7.17K – – –
MG
806
Mather Group
Illinois
$7.17K – – –
TCOV
807
Trust Company of Vermont
Vermont
$7.12K +$6.73K +397 New
PJC
808
Phillip James Consulting
Minnesota
$7.05K +$6.66K +393 New
APW
809
Allied Private Wealth
Florida
$6.74K +$6.44K +380 New
OCM
810
Osbon Capital Management
Massachusetts
$6.42K -$71.3K -4,207 -92%
MNA
811
Manning & Napier Advisors
New York
$6.24K +$5.46K +322 +1,533%
MWA
812
Medallion Wealth Advisors
Connecticut
$6.08K – – –
TM
813
Torren Management
California
$5.99K – – –
VL
814
Vima LLC
Michigan
$5.97K +$5.64K +333 New
LC
815
Luminist Capital
Michigan
$5.74K +$5.42K +320 New
AWA
816
Acumen Wealth Advisors
Tennessee
$5.65K +$5.34K +315 New
MSG
817
Main Street Group
Virginia
$5.38K -$813 -48 -14%
KFA
818
Kelleher Financial Advisors
New York
$5.38K +$5.08K +300 New
MCM
819
MV Capital Management
Maryland
$5.15K +$610 +36 +14%
MAM
820
Meeder Asset Management
Ohio
$5.15K +$729 +43 +18%
VWM
821
Vermillion Wealth Management
Minnesota
$4.88K +$4.13K +244 +871%
CCMI
822
Creative Capital Management Investments
California
$4.82K +$4.56K +269 New
BBHC
823
Brown Brothers Harriman & Co
New York
$4.72K – – –
CFB
824
Cullen/Frost Bankers
Texas
$4.7K -$47.9K -2,827 -92%
SJIM
825
St. Johns Investment Management
Florida
$4.61K – – –
31 32
33
34 35