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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
826
Prestige Wealth Management Group
New Jersey
$6.87K +$6.17K +260 New
CW
827
Curio Wealth
Maryland
$6.87K – – –
GA
828
GoalVest Advisory
New York
$6.87K +$6.17K +260 New
SJIM
829
St. Johns Investment Management
Florida
$6.79K +$5.93K +250 +3,571%
S
830
Sachetta
Massachusetts
$6.68K – – –
FDW
831
Fourth Dimension Wealth
Ohio
$6.61K – – –
CT
832
Clearstead Trust
Maine
$6.42K – – –
MCM
833
MV Capital Management
Maryland
$6.34K – – –
ACA
834
American Capital Advisory
Idaho
$6.16K +$261 +11 +5%
TFA
835
Transamerica Financial Advisors
Florida
$6.16K +$5.53K +233 New
CAL
836
Capital Analysts LLC
Pennsylvania
$6K – – –
MSWA
837
Marshall & Sterling Wealth Advisors
New York
$5.95K +$5.34K +225 New
JSAM
838
J. Safra Asset Management
New York
$5.81K +$5.22K +220 New
AWM
839
Activest Wealth Management
Florida
$5.79K – – –
SIS
840
Sound Income Strategies
Florida
$5.69K +$4.75K +200 New
CA
841
Crewe Advisors
Utah
$5.28K -$902 -38 -16%
BWM
842
Bernard Wealth Management
Michigan
$5.28K – – –
AAG
843
Armstrong Advisory Group
Massachusetts
$5.28K +$4.75K +200 New
BCM
844
Berbice Capital Management
New York
$5.28K +$4.75K +200 New
WB
845
Webster Bank
Connecticut
$5.28K +$4.75K +200 New
BI
846
Binnacle Investments
Iowa
$5.05K +$498 +21 +12%
HWP
847
Highline Wealth Partners
California
$5.02K – – –
PAI
848
Pittenger & Anderson Inc
Nebraska
$5.02K +$4.51K +190 New
CH
849
Cromwell Holdings
Wyoming
$4.7K – – –
DPW
850
DiNuzzo Private Wealth
Pennsylvania
$4.42K – – –
32 33
34
35 36