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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
IGAM
1001
iA Global Asset Management
Quebec, Canada
– -$487K -18,611 Closed
PCM
1002
Pointe Capital Management
Michigan
– -$484K -18,490 Closed
SSA
1003
Shepherd Street Advisors
California
– -$466K -17,807 Closed
WMA
1004
West Michigan Advisors
Michigan
– -$457K -17,466 Closed
PFPG
1005
Pinnacle Financial Partners (Georgia)
Georgia
– -$455K -17,369 Closed
AWM
1006
Adams Wealth Management
Utah
– -$458K -17,333 Closed
CI
1007
CacheTech Inc
Utah
– -$458K -17,333 Closed
VT
1008
Volterra Technologies
New York
– -$431K -16,471 Closed
FGP
1009
Freestone Grove Partners
California
– -$419K -15,988 Closed
VCP
1010
Verus Capital Partners
Arizona
– -$418K -15,958 Closed
BLC
1011
Blue Line Capital
Illinois
– -$398K -15,212 Closed
UCMOK
1012
United Capital Management of KS
Kansas
– -$396K -15,125 Closed
LIP
1013
Lighthouse Investment Partners
Florida
– -$392K -14,985 Closed
HCMT
1014
Highland Capital Management (Tennessee)
Tennessee
– -$391K -14,949 Closed
CFG
1015
Cooper Financial Group
California
– -$389K -14,847 Closed
HGA
1016
Hobbs Group Advisors
South Carolina
– -$387K -14,775 Closed
SMC
1017
Smith, Moore & Co
Missouri
– -$382K -14,582 Closed
SC
1018
Scotia Capital
Ontario, Canada
– -$381K -14,550 Closed
GCM
1019
Graham Capital Management
Connecticut
– -$364K -13,895 Closed
MB
1020
MidFirst Bank
Oklahoma
– -$27.1K -13,889 Closed
PFW
1021
Petros Family Wealth
Minnesota
– -$360K -13,757 Closed
WFAG
1022
Worth Financial Advisory Group
North Carolina
– -$359K -13,705 Closed
DJYG
1023
David J. Yvars Group
Florida
– -$348K -13,300 Closed
PWP
1024
Pursue Wealth Partners
California
– -$341K -13,020 Closed
Envestnet Portfolio Solutions
1025
Envestnet Portfolio Solutions
Illinois
– -$333K -12,711 Closed