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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
801
Synergy Investment Management
Florida
$7.94K +$10.5K +500 New
AIM
802
Anchor Investment Management
South Carolina
$7.27K – – –
OWP
803
ORG Wealth Partners
Texas
$7.18K – – –
TFGT
804
TS Financial Group (TSFG)
Illinois
$7K – – –
AG
805
AmeriFlex Group
Nevada
$6.96K – – –
S
806
Sachetta
Massachusetts
$6.69K +$3.54K +168 +66%
JWM
807
JPL Wealth Management
Colorado
$6.61K +$8.77K +416 New
DF
808
Dunhill Financial
United Kingdom
$6.4K +$7.99K +379 +1,579%
HNB
809
Hilltop National Bank
Wyoming
$6.35K -$42.8K -2,032 -84%
ATC
810
Adirondack Trust Company
New York
$6.35K – – –
CTC
811
Central Trust Company
Missouri
$6.35K – – –
VFM
812
Vision Financial Markets
Connecticut
$6.35K – – –
BSB
813
Bangor Savings Bank
Maine
$6.35K +$8.43K +400 New
MG
814
Mather Group
Illinois
$6.35K +$8.43K +400 New
SIS
815
Sound Income Strategies
Florida
$6.25K -$4.22K -200 -33%
RIL
816
Rothschild Investment LLC
Illinois
$6.05K -$19.4K -919 -71%
SWP
817
Strategic Wealth Partners
Ohio
$6.05K +$527 +25 +7%
GIA
818
GHP Investment Advisors
Colorado
$6.04K +$801 +38 +11%
RF
819
Rossby Financial
Florida
$5.6K +$4.22K +200 +127%
MSG
820
Main Street Group
Virginia
$5.53K +$7.34K +348 New
TFA
821
Transamerica Financial Advisors
Florida
$5.46K +$1.39K +66 +24%
GA
822
GoalVest Advisory
New York
$5.4K – – –
MWA
823
Medallion Wealth Advisors
Connecticut
$5.38K – – –
TM
824
Torren Management
California
$5.3K -$1.56K -74 -18%
RTL
825
Red Tortoise LLC
Georgia
$5.21K – – –
31 32
33
34 35