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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
901
Cranbrook Wealth Management
Michigan
$520 – – –
AG
902
AmeriFlex Group
Nevada
$503 -$6.95K -410 -94%
SA
903
Strategic Advocates
Utah
$484 – – –
NECFA
904
New England Capital Financial Advisors
Connecticut
$467 +$441 +26 New
TCM
905
Tradewinds Capital Management
Washington
$413 -$4.49K -265 -92%
SHIM
906
Stone House Investment Management
Pennsylvania
$394 -$17 -1 -4%
CIA
907
Cape Investment Advisory
Georgia
$359 +$339 +20 New
SNBOSCI
908
Security National Bank of Sioux City Iowa
Iowa
$359 +$339 +20 New
WTC
909
WhitTier Trust Company
Nevada
$266 – – –
TCOT
910
Trust Company of Toledo
Ohio
$251 – – –
SA
911
Seneschal Advisors
Washington
$198 -$51 -3 -21%
MCA
912
Maryland Capital Advisors
Maryland
$198 +$186 +11 New
BCH
913
Berkshire Capital Holdings
California
$179 – – –
BAM
914
Byrne Asset Management
New Jersey
$161 – – –
WPA
915
West Paces Advisors
Georgia
$161 +$152 +9 New
BF
916
BOK Financial
Oklahoma
$126 +$119 +7 New
AWM
917
Activest Wealth Management
Florida
$90 -$39.7K -2,341 -100%
NF
918
Napier Financial
Massachusetts
$90 – – –
WAG
919
Wilkerson Advisory Group
Missouri
$90 – – –
IWM
920
IMG Wealth Management
Florida
$90 +$85 +5 New
HIA
921
Highland Investment Advisors
Florida
$72 +$68 +4 New
CSB
922
City State Bank
Iowa
$36 – – –
NWM
923
Nova Wealth Management
Florida
$5 – – –
Qube Research & Technologies (QRT)
924
Qube Research & Technologies (QRT)
United Kingdom
– -$285M -16,799,087 Closed
DE
925
Defiance ETFs
New York
– -$85M -5,353,132 Closed