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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
1026
McCarter Private Wealth Services
Massachusetts
-$321K -12,276 Closed
HH
1027
Hilltop Holdings
Texas
-$321K -12,269 Closed
TVM
1028
True Vision MN
Minnesota
-$318K -12,136 Closed
PWP
1029
Prasad Wealth Partners
Ohio
-$311K -11,872 Closed
SAG
1030
SageView Advisory Group
California
-$309K -11,784 Closed
RWA
1031
Rooted Wealth Advisors
Illinois
-$241K -11,615 Closed
SEA
1032
Stegent Equity Advisors
Texas
-$303K -11,589 Closed
WI
1033
WBI Investments
New Jersey
-$301K -11,508 Closed
IAS
1034
Insigneo Advisory Services
Florida
-$292K -11,144 Closed
OCA
1035
OpenArc Corporate Advisory
Georgia
-$288K -11,002 Closed
MIH
1036
Meitav Investment House
Israel
-$288K -11,000 Closed
SCM
1037
Steele Capital Management
Iowa
-$281K -10,750 Closed
PGWM
1038
Parisi Gray Wealth Management
New Jersey
-$276K -10,545 Closed
MSFS
1039
Main Street Financial Solutions
Pennsylvania
-$275K -10,493 Closed
PPWP
1040
Premier Path Wealth Partners
New Jersey
-$274K -10,464 Closed
Natixis Advisors
1041
Natixis Advisors
Massachusetts
-$270K -10,309 Closed
EWA
1042
EP Wealth Advisors
California
-$254K -9,707 Closed
MFS
1043
Mirabella Financial Services
United Kingdom
-$250K -9,534 Closed
DZ Bank
1044
DZ Bank
Germany
-$249K -9,525 Closed
FRA
1045
Frank Rimerman Advisors
California
-$248K -9,484 Closed
BI
1046
Bramshill Investments
Florida
-$236K -9,000 Closed
IWS
1047
Integrity Wealth Solutions
Colorado
-$234K -8,926 Closed
I
1048
InceptionR
California
-$228K -8,707 Closed
XF
1049
XML Financial
Maryland
-$224K -8,574 Closed
TWA
1050
Trellis Wealth Advisors
California
-$223K -8,500 Closed