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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1076
Compagnie Lombard Odier SCmA
Switzerland
– -$14.1K -534 Closed
GWSG
1077
GPS Wealth Strategies Group
Colorado
– -$13.4K -507 Closed
ACM
1078
Aster Capital Management
United Arab Emirates
– -$11.9K -449 Closed
JWM
1079
JPL Wealth Management
Colorado
– -$11K -416 Closed
SIC
1080
Salem Investment Counselors
North Carolina
– -$8.85K -335 Closed
MSG
1081
Main Street Group
Virginia
– -$7.93K -300 Closed
CCM
1082
Cloud Capital Management
Washington
– -$7K -272 Closed
MSWA
1083
Marshall & Sterling Wealth Advisors
New York
– -$5.95K -225 Closed
JSAM
1084
J. Safra Asset Management
New York
– -$5.81K -220 Closed
HWA
1085
Heartwood Wealth Advisors
Virginia
– -$3.73K -141 Closed
MAM
1086
Marquette Asset Management
Minnesota
– -$3.17K -120 Closed
ADL
1087
Asset Dedication LLC
California
– -$2.64K -100 Closed
GLF
1088
Groupe la Francaise
France
– -$2.35K -100 Closed
POIA
1089
Pin Oak Investment Advisors
Texas
– -$2.64K -100 Closed
GFWA
1090
Grey Fox Wealth Advisors
Delaware
– -$1.32K -50 Closed
RA
1091
Rise Advisors
New York
– -$1.03K -39 Closed
BSC
1092
Brown Shipley & Co
United Kingdom
– -$687 -26 Closed
FFA
1093
Frazier Financial Advisors
Ohio
– -$423 -16 Closed
IIM
1094
IFC & Insurance Marketing
California
– +$139 +5 New
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