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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
901
Truvestments Capital
Florida
$9.63K +$10.3K +368 New
OCM
902
Osbon Capital Management
Massachusetts
$9.37K +$9.98K +358 New
SWP
903
Strategic Wealth Partners
Ohio
$9.32K -$41.5K -1,489 -81%
GIA
904
GHP Investment Advisors
Colorado
$8.95K – – –
GA
905
GoalVest Advisory
New York
$8.9K +$2.23K +80 +31%
MWA
906
Medallion Wealth Advisors
Connecticut
$8.88K – – –
RTL
907
Red Tortoise LLC
Georgia
$8.59K – – –
RWS
908
Retirement Wealth Solutions
Wisconsin
$7.96K +$641 +23 +8%
MAM
909
Meeder Asset Management
Ohio
$7.64K -$167 -6 -2%
TCM
910
Tradewinds Capital Management
Washington
$7.44K – – –
TFA
911
Transamerica Financial Advisors
Florida
$7.28K +$1.25K +45 +19%
CW
912
Curio Wealth
Maryland
$7.14K – – –
FMTCOCP
913
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
BBHC
914
Brown Brothers Harriman & Co
New York
$6.88K – – –
PWMG
915
Prestige Wealth Management Group
New Jersey
$6.81K – – –
SJIM
916
St. Johns Investment Management
Florida
$6.73K – – –
S
917
Sachetta
Massachusetts
$6.62K – – –
FMII
918
Farmers & Merchants Investments Inc
Nebraska
$6.54K -$6.97K -250 -50%
FDW
919
Fourth Dimension Wealth
Ohio
$6.54K – – –
B
920
Bayban
Minnesota
$6.54K +$6.97K +250 New
CTA
921
Colonial Trust Advisors
South Carolina
$6.54K +$6.97K +250 New
CT
922
Clearstead Trust
Maine
$6.36K – – –
MCM
923
MV Capital Management
Maryland
$6.31K +$28 +1 +0.4%
DWM
924
Dogwood Wealth Management
Kansas
$6.05K +$5.46K +196 +560%
CAL
925
Capital Analysts LLC
Pennsylvania
$6K – – –
35 36
37
38 39