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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
851
Strengthening Families & Communities LLC
Massachusetts
$2.74K -$1.42K -84 -35%
AEPWM
852
Atlantic Edge Private Wealth Management
Florida
$2.69K +$1.69K +100 +200%
RDFA
853
Ritter Daniher Financial Advisory
Ohio
$2.65K – – –
RWM
854
Raffa Wealth Management
District of Columbia
$2.58K +$441 +26 +22%
RWM
855
RMG Wealth Management
Wisconsin
$2.44K +$2.3K +136 New
SN
856
Sittner & Nelson
Oregon
$2.38K – – –
HIA
857
HFM Investment Advisors
New Jersey
$2.21K +$1.22K +72 +141%
BHWM
858
Bay Harbor Wealth Management
Maryland
$2.13K +$593 +35 +42%
BGAI
859
Bruce G. Allen Investments
Colorado
$2.12K -$339 -20 -14%
HFS
860
Hughes Financial Services
Virginia
$2.08K +$68 +4 +4%
PS
861
Planning Strategies
Pennsylvania
$2.06K +$1.95K +115 New
SGFG
862
Silver Grove Financial Group
New York
$2.01K +$1.9K +112 New
HPC
863
HM Payson & Co
Maine
$1.79K -$8.89K -525 -84%
1IA
864
1620 Investment Advisors
Massachusetts
$1.79K – – –
FA
865
Financial Avengers
California
$1.79K – – –
HFS
866
Horizon Financial Services
North Carolina
$1.79K – – –
PIS
867
POM Investment Strategies
North Carolina
$1.79K – – –
DFC
868
DB Fitzpatrick & Co
Idaho
$1.79K +$1.35K +80 +400%
CI
869
Cordant Inc
Oregon
$1.79K +$1.69K +100 New
FA
870
Fedenia Advisers
Wisconsin
$1.79K +$1.69K +100 New
FF
871
Friedenthal Financial
New Jersey
$1.79K +$1.69K +100 New
NWS
872
Nvest Wealth Strategies
Ohio
$1.79K +$1.69K +100 New
BHWM
873
Beaird Harris Wealth Management
Texas
$1.44K +$1.35K +80 New
MAS
874
MPWM Advisory Solutions
Georgia
$1.43K – – –
PWMG
875
Private Wealth Management Group
New Jersey
$1.42K – – –
33 34
35
36 37