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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
826
Rothschild Investment LLC
Illinois
$34K +$1.25K +45 +4%
ACA
827
American Capital Advisory
Idaho
$34K +$29.6K +1,064 +457%
RBI
828
Raiffeisen Bank International
Austria
$33.8K +$35.5K +1,274 New
TWD
829
True Wealth Design
Ohio
$33.7K -$418 -15 -1%
APW
830
Aventura Private Wealth
Florida
$33.5K – – –
CFD
831
Creative Financial Designs
Indiana
$33.2K +$502 +18 +1%
SIS
832
Strategic Investment Solutions
Illinois
$32.5K +$334 +12 +1%
GSWM
833
Golden State Wealth Management
California
$31.4K – – –
QWM
834
Quaker Wealth Management
New Jersey
$31.3K +$32.1K +1,153 +2,745%
HBW
835
Hazlett, Burt & Watson
West Virginia
$31K – – –
SIC
836
SJS Investment Consulting
Ohio
$30.7K +$1.5K +54 +5%
TSMHT
837
Thurston Springer Miller Herd & Titak
Indiana
$29.2K +$31.1K +1,115 New
CPBTD
838
Central Pacific Bank - Trust Division
Hawaii
$28K +$29.8K +1,071 New
GPFA
839
Game Plan Financial Advisors
Ohio
$28K +$1.95K +70 +7%
AWM
840
Abound Wealth Management
Tennessee
$27.8K +$5.57K +200 +23%
RAM
841
Reflection Asset Management
South Carolina
$27.5K +$29.3K +1,052 New
MB
842
MidFirst Bank
Oklahoma
$27.1K +$387K +13,889 New
AA
843
Ancora Advisors
Ohio
$27K +$28.8K +1,032 New
BIA
844
Bell Investment Advisors
California
$26.9K +$669 +24 +2%
BTI
845
Blue Trust Inc
Georgia
$26.5K +$24.5K +878 +655%
CFP
846
Comprehensive Financial Planning
Pennsylvania
$26.2K – – –
VWM
847
Vermillion Wealth Management
Minnesota
$26.2K +$20.6K +739 +283%
HWM
848
HighMark Wealth Management
Minnesota
$26.2K -$5.6K -201 -17%
WA
849
WPG Advisers
Maryland
$26K – – –
AP
850
Aspect Partners
Virginia
$25.9K +$892 +32 +3%
32 33
34
35 36