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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
851
Optimum Investment Advisors
Illinois
$3.96K – – –
ACM
852
Accent Capital Management
Ohio
$3.86K +$3.46K +146 New
HWA
853
Heartwood Wealth Advisors
Virginia
$3.73K +$3.35K +141 New
BTI
854
Blue Trust Inc
Georgia
$3.54K -$475 -20 -13%
SN
855
Sittner & Nelson
Oregon
$3.51K – – –
HFS
856
Hughes Financial Services
Virginia
$3.51K – – –
FWM
857
FSA Wealth Management
Massachusetts
$3.33K +$2.97K +125 +12,500%
ACM
858
Anfield Capital Management
California
$3.3K – – –
PWA
859
Principia Wealth Advisory
Texas
$3.3K +$237 +10 +9%
MAM
860
Marquette Asset Management
Minnesota
$3.17K +$2.85K +120 New
BGAI
861
Bruce G. Allen Investments
Colorado
$3.12K – – –
ADL
862
Asset Dedication LLC
California
$2.64K – – –
CFFP
863
Center for Financial Planning
Michigan
$2.64K – – –
HPC
864
HM Payson & Co
Maine
$2.64K – – –
MWA
865
Miller Wealth Advisors
Colorado
$2.64K – – –
POIA
866
Pin Oak Investment Advisors
Texas
$2.64K – – –
KFI
867
Key Financial Inc
Pennsylvania
$2.58K – – –
GLF
868
Groupe la Francaise
France
$2.35K +$2.37K +100 New
BFS
869
Bare Financial Services
Pennsylvania
$2.17K – – –
MAS
870
MPWM Advisory Solutions
Georgia
$2.11K – – –
PWMG
871
Private Wealth Management Group
New Jersey
$2.09K – – –
HFS
872
Hantz Financial Services
Michigan
$2K – – –
CMP
873
Coston McIsaac & Partners
Maine
$2K +$403 +17 +24%
CPG
874
Cornerstone Planning Group
New Jersey
$1.87K -$12.9K -544 -95%
HIA
875
HFM Investment Advisors
New Jersey
$1.82K +$570 +24 +53%
33 34
35
36 37