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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
826
Capital Analysts LLC
Pennsylvania
$4K – – –
FMTCOCP
827
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
POIA
828
Pin Oak Investment Advisors
Texas
$4K – – –
AP
829
Atwood & Palmer
Missouri
$3.98K +$424 +25 +13%
QL
830
Quarry LP
New York
$3.98K +$3.76K +222 New
PCA
831
Providence Capital Advisors
North Carolina
$3.84K +$3.63K +214 New
SC
832
Swan Capital
Florida
$3.62K +$3.39K +200 +10,000%
BWM
833
Bernard Wealth Management
Michigan
$3.59K – – –
EI
834
EFG International
$3.59K – – –
EWP
835
Elevation Wealth Partners
California
$3.59K – – –
NWMP
836
Noble Wealth Management PBC
Colorado
$3.59K – – –
HWP
837
Highline Wealth Partners
California
$3.41K – – –
LF
838
LifeSteps Financial
California
$3.33K +$3.15K +186 New
RWM
839
Rialto Wealth Management
New York
$3.1K +$2.03K +120 +226%
DPW
840
DiNuzzo Private Wealth
Pennsylvania
$3.07K – – –
ACM
841
Accent Capital Management
Ohio
$2.9K +$525 +31 +24%
RF
842
Rossby Financial
Florida
$2.89K -$3.34K -197 -55%
SFCL
843
Strengthening Families & Communities LLC
Massachusetts
$2.74K -$1.42K -84 -35%
AEPWM
844
Atlantic Edge Private Wealth Management
Florida
$2.69K +$1.69K +100 +200%
RDFA
845
Ritter Daniher Financial Advisory
Ohio
$2.65K – – –
RWM
846
Raffa Wealth Management
District of Columbia
$2.58K +$441 +26 +22%
RWM
847
RMG Wealth Management
Wisconsin
$2.44K +$2.3K +136 New
SN
848
Sittner & Nelson
Oregon
$2.38K – – –
HIA
849
HFM Investment Advisors
New Jersey
$2.21K +$1.22K +72 +141%
BHWM
850
Bay Harbor Wealth Management
Maryland
$2.13K +$593 +35 +42%
32 33
34
35 36