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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
VC
1001
Vestor Capital
Illinois
– -$104K -6,532 Closed
TIM
1002
Tortoise Investment Management
New York
– -$87.8K -5,527 Closed
BBPWM
1003
Blue Bell Private Wealth Management
Pennsylvania
– -$79K -4,976 Closed
AGA
1004
Arkos Global Advisors
Texas
– -$76K -4,800 Closed
EWM
1005
Evolution Wealth Management
Florida
– -$67.3K -4,240 Closed
IAAG
1006
Innovative Asset Advisors Group
Connecticut
– -$58K -3,650 Closed
BWA
1007
Basecamp Wealth Advisors
Washington
– -$53.2K -3,348 Closed
LWMI
1008
Legacy Wealth Management (Idaho)
Idaho
– -$47.7K -3,002 Closed
GSEP
1009
Golden State Equity Partners
California
– -$40.1K -2,523 Closed
ACM
1010
Aster Capital Management
United Arab Emirates
– -$24.1K -2,068 Closed
OWA
1011
Opal Wealth Advisors
New York
– -$23.8K -1,500 Closed
SRCM
1012
Signature Resources Capital Management
California
– -$21.3K -1,341 Closed
SIS
1013
Strategic Investment Solutions
Illinois
– -$19.7K -1,242 Closed
T
1014
TOBAM
France
– -$20K -1,237 Closed
SA
1015
Scarborough Advisors
Maryland
– -$13.2K -829 Closed
AF
1016
Aviso Financial
Ontario, Canada
– -$12.7K -800 Closed
SR
1017
Swiss Re
Switzerland
– -$12.7K -800 Closed
WAU
1018
Wellington-Altus USA
Manitoba, Canada
– -$14.3K -800 Closed
DI
1019
DAGCO Inc
Ohio
– -$10.8K -681 Closed
HDIM
1020
Hanson & Doremus Investment Management
Vermont
– -$10K -600 Closed
BWM
1021
Benson Wealth Management
Tennessee
– -$8.3K -523 Closed
SIS
1022
Sound Income Strategies
Florida
– -$6.25K -400 Closed
GA
1023
GoalVest Advisory
New York
– -$5.4K -340 Closed
HWM
1024
HighMark Wealth Management
Minnesota
– -$5.08K -320 Closed
CW
1025
Curio Wealth
Maryland
– -$4.45K -280 Closed