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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1051
InceptionR
California
– -$228K -8,707 Closed
XF
1052
XML Financial
Maryland
– -$224K -8,574 Closed
TWA
1053
Trellis Wealth Advisors
California
– -$223K -8,500 Closed
VVP
1054
Venture Visionary Partners
Ohio
– -$220K -8,392 Closed
S
1055
Sunpointe
Missouri
– -$219K -8,370 Closed
HR
1056
Howe & Rusling
New York
– -$218K -8,341 Closed
ONB
1057
Old National Bancorp
Indiana
– -$218K -8,316 Closed
DAM
1058
DLD Asset Management
New York
– -$216K -8,251 Closed
RWMG
1059
Redwood Wealth Management Group
New Jersey
– -$216K -8,250 Closed
QWM
1060
Quadcap Wealth Management
Texas
– -$213K -8,153 Closed
FAL
1061
Focused Alpha LLC
Colorado
– -$210K -8,019 Closed
SCM
1062
SCS Capital Management
Massachusetts
– -$210K -8,008 Closed
FMLI
1063
Fukoku Mutual Life Insurance
Japan
– -$210K -8,006 Closed
CCM
1064
Corsair Capital Management
New York
– -$209K -8,002 Closed
SSWM
1065
Smith Salley Wealth Management
North Carolina
– -$209K -8,000 Closed
BFIC
1066
Bedell Frazier Investment Counselling
California
– -$208K -7,936 Closed
NA
1067
Nautilus Advisors
California
– -$207K -7,915 Closed
TC
1068
TwinBeech Capital
New York
– -$206K -7,867 Closed
AWM
1069
Avaii Wealth Management
Wisconsin
– -$205K -7,816 Closed
SP
1070
SIH Partners
Delaware
– -$203K -7,762 Closed
CQWA
1071
Chokshi & Queen Wealth Advisors
California
– -$202K -7,700 Closed
TWA
1072
Tulsa Wealth Advisors
Oklahoma
– -$201K -7,680 Closed
IC
1073
IEQ Capital
California
– -$201K -7,667 Closed
CWA
1074
CogentBlue Wealth Advisors
Tennessee
– -$200K -7,646 Closed
EW
1075
Elyxium Wealth
California
– -$157K -6,000 Closed
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43
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