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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1001
West Michigan Advisors
Michigan
-$457K -17,466 Closed
PFPG
1002
Pinnacle Financial Partners (Georgia)
Georgia
-$455K -17,369 Closed
AWM
1003
Adams Wealth Management
Utah
-$458K -17,333 Closed
CI
1004
CacheTech Inc
Utah
-$458K -17,333 Closed
VT
1005
Volterra Technologies
New York
-$431K -16,471 Closed
FGP
1006
Freestone Grove Partners
California
-$419K -15,988 Closed
VCP
1007
Verus Capital Partners
Arizona
-$418K -15,958 Closed
BLC
1008
Blue Line Capital
Illinois
-$398K -15,212 Closed
UCMOK
1009
United Capital Management of KS
Kansas
-$396K -15,125 Closed
LIP
1010
Lighthouse Investment Partners
Florida
-$392K -14,985 Closed
HCMT
1011
Highland Capital Management (Tennessee)
Tennessee
-$391K -14,949 Closed
CFG
1012
Cooper Financial Group
California
-$389K -14,847 Closed
HGA
1013
Hobbs Group Advisors
South Carolina
-$387K -14,775 Closed
SMC
1014
Smith, Moore & Co
Missouri
-$382K -14,582 Closed
SC
1015
Scotia Capital
Ontario, Canada
-$381K -14,550 Closed
GCM
1016
Graham Capital Management
Connecticut
-$364K -13,895 Closed
MB
1017
MidFirst Bank
Oklahoma
-$27.1K -13,889 Closed
PFW
1018
Petros Family Wealth
Minnesota
-$360K -13,757 Closed
WFAG
1019
Worth Financial Advisory Group
North Carolina
-$359K -13,705 Closed
DJYG
1020
David J. Yvars Group
Florida
-$348K -13,300 Closed
PWP
1021
Pursue Wealth Partners
California
-$341K -13,020 Closed
Envestnet Portfolio Solutions
1022
Envestnet Portfolio Solutions
Illinois
-$333K -12,711 Closed
Brown Advisory
1023
Brown Advisory
Maryland
-$333K -12,706 Closed
SW
1024
SteelPeak Wealth
California
-$324K -12,381 Closed
NW
1025
NewEdge Wealth
Pennsylvania
-$324K -12,362 Closed