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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
PJC
801
Phillip James Consulting
Minnesota
$7.05K +$6.66K +393 New
APW
802
Allied Private Wealth
Florida
$6.74K +$6.44K +380 New
OCM
803
Osbon Capital Management
Massachusetts
$6.42K -$71.3K -4,207 -92%
MNA
804
Manning & Napier Advisors
New York
$6.24K +$5.46K +322 +1,533%
MWA
805
Medallion Wealth Advisors
Connecticut
$6.08K – – –
TM
806
Torren Management
California
$5.99K – – –
VL
807
Vima LLC
Michigan
$5.97K +$5.64K +333 New
LC
808
Luminist Capital
Michigan
$5.74K +$5.42K +320 New
AWA
809
Acumen Wealth Advisors
Tennessee
$5.65K +$5.34K +315 New
MSG
810
Main Street Group
Virginia
$5.38K -$813 -48 -14%
KFA
811
Kelleher Financial Advisors
New York
$5.38K +$5.08K +300 New
MCM
812
MV Capital Management
Maryland
$5.15K +$610 +36 +14%
MAM
813
Meeder Asset Management
Ohio
$5.15K +$729 +43 +18%
VWM
814
Vermillion Wealth Management
Minnesota
$4.88K +$4.13K +244 +871%
CCMI
815
Creative Capital Management Investments
California
$4.82K +$4.56K +269 New
BBHC
816
Brown Brothers Harriman & Co
New York
$4.72K – – –
CFB
817
Cullen/Frost Bankers
Texas
$4.7K -$47.9K -2,827 -92%
SJIM
818
St. Johns Investment Management
Florida
$4.61K – – –
RC
819
Rexford Capital
Texas
$4.6K – – –
B
820
Bayban
Minnesota
$4.48K – – –
FDW
821
Fourth Dimension Wealth
Ohio
$4.48K – – –
RIL
822
Rothschild Investment LLC
Illinois
$4.46K -$2.24K -132 -35%
CT
823
Clearstead Trust
Maine
$4.36K – – –
RWS
824
Retirement Wealth Solutions
Wisconsin
$4.2K +$593 +35 +18%
WETS
825
Wealth Enhancement Trust Services
South Dakota
$4.09K – – –
31 32
33
34 35