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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
WETS
926
Wealth Enhancement Trust Services
South Dakota
$5.97K +$6.35K +228 New
RWM
927
Rialto Wealth Management
New York
$5.81K -$1.56K -56 -20%
HWP
928
Highline Wealth Partners
California
$5.47K +$529 +19 +10%
AAG
929
Armstrong Advisory Group
Massachusetts
$5.24K – – –
BCM
930
Berbice Capital Management
New York
$5.24K – – –
BWM
931
Bernard Wealth Management
Michigan
$5.24K – – –
CA
932
Crewe Advisors
Utah
$5.24K – – –
WB
933
Webster Bank
Connecticut
$5.24K – – –
EI
934
EFG International
$5.24K +$5.57K +200 New
NWMP
935
Noble Wealth Management PBC
Colorado
$5.24K +$5.57K +200 New
HIA
936
HFM Investment Advisors
New Jersey
$4.95K +$3.34K +120 +174%
CH
937
Cromwell Holdings
Wyoming
$4.66K – – –
DPW
938
DiNuzzo Private Wealth
Pennsylvania
$4.53K – – –
RDFA
939
Ritter Daniher Financial Advisory
Ohio
$4.53K +$4.82K +173 New
EWP
940
Elevation Wealth Partners
California
$4.48K +$4.76K +171 New
IAS
941
IMA Advisory Services
Colorado
$4.48K +$4.21K +151 +755%
RF
942
Rossby Financial
Florida
$4.14K +$4.4K +158 New
CFM
943
Cornerstone Financial Management
Massachusetts
$4.02K +$4.29K +154 New
ACM
944
Accent Capital Management
Ohio
$3.82K – – –
PAI
945
Pittenger & Anderson Inc
Nebraska
$3.8K -$1.25K -45 -24%
PWA
946
Principia Wealth Advisory
Texas
$3.69K +$446 +16 +13%
QL
947
Quarry LP
New York
$3.53K -$7.41K -266 -66%
ACM
948
Anfield Capital Management
California
$3.27K – – –
SHIM
949
Stone House Investment Management
Pennsylvania
$3.17K +$2.73K +98 +426%
MCM
950
Manchester Capital Management
Vermont
$3.12K +$2.73K +98 +467%
36 37
38
39 40