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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
1051
Venture Visionary Partners
Ohio
– -$220K -8,392 Closed
S
1052
Sunpointe
Missouri
– -$219K -8,370 Closed
HR
1053
Howe & Rusling
New York
– -$218K -8,341 Closed
ONB
1054
Old National Bancorp
Indiana
– -$218K -8,316 Closed
DAM
1055
DLD Asset Management
New York
– -$216K -8,251 Closed
RWMG
1056
Redwood Wealth Management Group
New Jersey
– -$216K -8,250 Closed
QWM
1057
Quadcap Wealth Management
Texas
– -$213K -8,153 Closed
FAL
1058
Focused Alpha LLC
Colorado
– -$210K -8,019 Closed
SCM
1059
SCS Capital Management
Massachusetts
– -$210K -8,008 Closed
FMLI
1060
Fukoku Mutual Life Insurance
Japan
– -$210K -8,006 Closed
CCM
1061
Corsair Capital Management
New York
– -$209K -8,002 Closed
SSWM
1062
Smith Salley Wealth Management
North Carolina
– -$209K -8,000 Closed
BFIC
1063
Bedell Frazier Investment Counselling
California
– -$208K -7,936 Closed
NA
1064
Nautilus Advisors
California
– -$207K -7,915 Closed
TC
1065
TwinBeech Capital
New York
– -$206K -7,867 Closed
AWM
1066
Avaii Wealth Management
Wisconsin
– -$205K -7,816 Closed
SP
1067
SIH Partners
Delaware
– -$203K -7,762 Closed
CQWA
1068
Chokshi & Queen Wealth Advisors
California
– -$202K -7,700 Closed
TWA
1069
Tulsa Wealth Advisors
Oklahoma
– -$201K -7,680 Closed
IC
1070
IEQ Capital
California
– -$201K -7,667 Closed
CWA
1071
CogentBlue Wealth Advisors
Tennessee
– -$200K -7,646 Closed
EW
1072
Elyxium Wealth
California
– -$157K -6,000 Closed
RWM
1073
RMG Wealth Management
Wisconsin
– -$60.4K -4,400 Closed
FHA
1074
Flagship Harbor Advisors
Massachusetts
– -$107K -4,099 Closed
EDRH
1075
Edmond de Rothschild Holding
Switzerland
– -$88.2K -3,370 Closed
41 42
43
44 45