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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
Ancora Advisors
Ohio
$48K +$18.5K +1,000 +67%
NFG
177
Next Financial Group
Texas
$47K +$11.1K +600 +33%
RCA
178
Ranch Capital Advisors
Florida
$45K
CC
179
Cypress Capital
Tennessee
$40K +$39.1K +2,109 New
WWMSC
180
Wagner Wealth Management (South Carolina)
South Carolina
$38K
SWA
181
SOA Wealth Advisors
New York
$38K +$37.1K +2,000 New
BWP
182
Baldwin Wealth Partners
Massachusetts
$29K
MAWCM
183
Mine & Arao Wealth Creation & Management
California
$27K +$26K +1,400 New
NC
184
NewSquare Capital
Pennsylvania
$25K +$1.85K +100 +8%
CAM
185
CenterStar Asset Management
Illinois
$24K
SSB
186
Sandy Spring Bank
Maryland
$23K
NL
187
NVWM LLC
Pennsylvania
$22K
Schroder Investment Management Group
188
Schroder Investment Management Group
United Kingdom
$21K +$20.1K +1,083 New
IA
189
IFP Advisors
Florida
$20K +$5.56K +300 +43%
FHA
190
First Horizon Advisors
Tennessee
$19K
TFA
191
Toth Financial Advisory
Virginia
$19K
US Bancorp
192
US Bancorp
Minnesota
$19K
CFA
193
Carroll Financial Associates
North Carolina
$19K +$18.5K +1,000 New
SC
194
Shay Capital
New York
$19K +$18.5K +1,000 New
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$16.7K +900 New
RE
196
RBC Europe
United Kingdom
$13.4K
CA
197
Clearstead Advisors
Ohio
$12K -$34.5K -1,860 -74%
FWM
198
Focused Wealth Management
New York
$12K +$7.42K +400 +160%
TFS
199
TrustCore Financial Services
Tennessee
$12K +$11.2K +605 New
SIC
200
Salem Investment Counselors
North Carolina
$11K