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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
TM
826
Torren Management
California
$5.3K -$1.56K -74 -18%
RTL
827
Red Tortoise LLC
Georgia
$5.21K – – –
HWM
828
HighMark Wealth Management
Minnesota
$5.08K -$14.3K -679 -68%
HFS
829
Hantz Financial Services
Michigan
$5K -$8.05K -382 -56%
TCM
830
Tradewinds Capital Management
Washington
$4.57K +$84 +4 +1%
CW
831
Curio Wealth
Maryland
$4.45K +$422 +20 +8%
BBHC
832
Brown Brothers Harriman & Co
New York
$4.18K – – –
PWMG
833
Prestige Wealth Management Group
New Jersey
$4.13K – – –
SJIM
834
St. Johns Investment Management
Florida
$4.08K – – –
RC
835
Rexford Capital
Texas
$4.07K +$5.4K +256 New
CAL
836
Capital Analysts LLC
Pennsylvania
$4K – – –
FMTCOCP
837
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
POIA
838
Pin Oak Investment Advisors
Texas
$4K +$5.27K +250 New
MCM
839
MV Capital Management
Maryland
$3.99K +$211 +10 +4%
B
840
Bayban
Minnesota
$3.97K – – –
FMII
841
Farmers & Merchants Investments Inc
Nebraska
$3.97K – – –
FDW
842
Fourth Dimension Wealth
Ohio
$3.97K – – –
MAM
843
Meeder Asset Management
Ohio
$3.88K -$1.01K -48 -16%
CT
844
Clearstead Trust
Maine
$3.86K – – –
SFCL
845
Strengthening Families & Communities LLC
Massachusetts
$3.76K +$3.18K +151 +176%
TC
846
Truvestments Capital
Florida
$3.75K -$2.78K -132 -36%
AFC
847
Ares Financial Consulting
California
$3.69K +$4.97K +236 New
WETS
848
Wealth Enhancement Trust Services
South Dakota
$3.62K – – –
CH
849
Cromwell Holdings
Wyoming
$3.54K +$949 +45 +25%
PWA
850
Principia Wealth Advisory
Texas
$3.19K +$1.26K +60 +43%
32 33
34
35 36