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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
951
Bruce G. Allen Investments
Colorado
$3.09K – – –
HFS
952
Hughes Financial Services
Virginia
$3.01K – – –
SN
953
Sittner & Nelson
Oregon
$2.77K – – –
RWM
954
Raffa Wealth Management
District of Columbia
$2.77K +$1.42K +51 +93%
AWA
955
Acumen Wealth Advisors
Tennessee
$2.75K +$2.93K +105 New
HPC
956
HM Payson & Co
Maine
$2.62K – – –
MWA
957
Miller Wealth Advisors
Colorado
$2.62K – – –
FA
958
Financial Avengers
California
$2.62K +$2.79K +100 New
II
959
Inspire Investing
Idaho
$2.62K +$2.79K +100 New
BHWM
960
Bay Harbor Wealth Management
Maryland
$2.51K +$1.17K +42 +78%
SFCL
961
Strengthening Families & Communities LLC
Massachusetts
$2.25K +$2.4K +86 New
PWMG
962
Private Wealth Management Group
New Jersey
$2.07K – – –
IPS
963
Investors Portfolio Services
Washington
$2.04K +$2.17K +78 New
EWA
964
EQ Wealth Advisors
Texas
$2.04K +$2.17K +78 New
WW
965
Winnow Wealth
Texas
$2.02K +$2.09K +75 New
CMP
966
Coston McIsaac & Partners
Maine
$2K – – –
RBC
967
Roble Belko & Company
Pennsylvania
$2K +$669 +24 +45%
MCA
968
McGuire Capital Advisors
Oklahoma
$1.96K +$2.09K +75 New
GWM
969
Greenline Wealth Management
Florida
$1.89K +$2.01K +72 New
BFS
970
Bare Financial Services
Pennsylvania
$1.65K -$529 -19 -23%
PWA
971
Physician Wealth Advisors
Utah
$1.54K – – –
GAFA
972
Garton & Associates Financial Advisors
Kentucky
$1.31K +$1.39K +50 New
GWM
973
Gilpin Wealth Management
Colorado
$1.31K +$1.39K +50 New
WFA
974
West Financial Advisors
Iowa
$1.28K – – –
JFA
975
JNBA Financial Advisors
Minnesota
$1.21K – – –
37 38
39
40 41