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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$254K +$250K +15,950 New
WS
202
Wedbush Securities
California
$248K +$49.1K +3,132 +25%
AL
203
Aspiriant LLC
California
$248K +$245K +15,633 New
BWFA
204
Baltimore-Washington Financial Advisors
Maryland
$246K +$244K +15,540 New
CAM
205
Columbia Asset Management
Michigan
$238K +$235K +14,980 New
EL
206
EMFO LLC
Florida
$238K +$235K +15,000 New
SPC
207
Sigma Planning Corp
Michigan
$233K +$230K +14,693 New
CPIG
208
Chicago Partners Investment Group
Illinois
$231K +$157K +10,040 New
S
209
SignatureFD
Georgia
$228K +$63.2K +4,034 +39%
EAM
210
Exos Asset Management
New York
$224K -$23.2K -1,480 -9%
CAM
211
Cresset Asset Management
Illinois
$222K +$219K +14,000 New
KAS
212
Kestra Advisory Services
Texas
$214K +$31.2K +1,990 +17%
GG
213
Gofen & Glossberg
Illinois
$208K +$205K +13,075 New
PCP
214
Proficio Capital Partners
Massachusetts
$206K +$203K +12,949 New
CFA
215
Carroll Financial Associates
North Carolina
$205K +$188K +11,964 +1,196%
RIA
216
Realta Investment Advisors
Delaware
$205K +$202K +12,884 New
TRCT
217
Tower Research Capital (TRC)
New York
$203K -$1.9M -121,129 -90%
DAS
218
Dynamic Advisor Solutions
Arizona
$202K +$200K +12,746 New
KFP
219
KMG Fiduciary Partners
Ohio
$197K +$194K +12,384 New
TCM
220
Tuttle Capital Management
Connecticut
$193K +$190K +12,142 New
HCA
221
Harbour Capital Advisors
Virginia
$188K +$185K +11,825 New
HI
222
Hudock Inc
Pennsylvania
$186K +$181K +11,572 +7,664%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$185K +$26.9K +1,715 +17%
XS
224
XR Securities
Illinois
$183K +$180K +11,512 New
ACS
225
Archford Capital Strategies
Illinois
$175K +$173K +11,030 New