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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
101
Toth Financial Advisory
Virginia
$17K +$19.7K +1,000 New
US Bancorp
102
US Bancorp
Minnesota
$17K +$19.7K +1,000 New
FHA
103
First Horizon Advisors
Tennessee
$17K +$20.2K +1,025 New
IA
104
IFP Advisors
Florida
$13K +$13.8K +700 New
RE
105
RBC Europe
United Kingdom
$12K +$13.8K +700 New
SWM
106
Spire Wealth Management
Virginia
$12K +$13.8K +700 New
Citigroup
107
Citigroup
New York
$12K +$13.9K +705 New
CA
108
Crewe Advisors
Utah
$9K +$9.87K +500 New
EWA
109
Evolution Wealth Advisors
Florida
$9K +$9.87K +500 New
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K +$9.87K +500 New
SIC
111
Salem Investment Counselors
North Carolina
$9K +$10.9K +550 New
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$8K +$4.26K +216 +87%
PSIWM
113
Paradigm Strategies in Wealth Management
Minnesota
$8K +$9.28K +470 New
PFSC
114
Peoples Financial Services Corp
Pennsylvania
$7K +$7.9K +400 New
GRP
115
Global Retirement Partners
California
$5K +$5.92K +300 New
GWM
116
Geneos Wealth Management
Colorado
$4K – – –
FWM
117
Focused Wealth Management
New York
$4K +$4.94K +250 New
AF
118
Advisornet Financial
Minnesota
$4K +$5.13K +260 New
CWC
119
Carolinas Wealth Consulting
North Carolina
$2K +$1.97K +100 New
FRA
120
Front Row Advisors
California
$2K +$1.97K +100 New
HPC
121
HM Payson & Co
Maine
$2K +$1.97K +100 New
TRCT
122
Tower Research Capital (TRC)
New York
$2K +$1.99K +101 New
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
KTC
124
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
BC
125
Burleson & Co
California
$1K +$592 +30 New
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5
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