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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
DC
226
Davenport & Co
Virginia
$480K +$11K +600 +2%
VWA
227
V Wealth Advisors
Kansas
$480K +$557K +30,370 New
BCA
228
Biltmore Capital Advisors
New Jersey
$478K +$554K +30,210 New
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$477K +$553K +30,131 New
FNT
230
First National Trust
Pennsylvania
$474K +$551K +30,000 New
CAM
231
Cresset Asset Management
Illinois
$473K +$292K +15,888 +113%
HCA
232
Harbour Capital Advisors
Virginia
$468K +$326K +17,775 +150%
SWP
233
Stratos Wealth Partners
Ohio
$468K +$544K +29,633 New
NA
234
NewEdge Advisors
Louisiana
$463K -$51.4K -2,798 -9%
ACM
235
Alpha Capital Management
Texas
$463K +$37.9K +2,063 +8%
SM
236
SG3 Management
Puerto Rico
$458K +$532K +29,000 New
SMDAM
237
Sumitomo Mitsui DS Asset Management
Japan
$458K +$532K +29,012 New
BCV
238
Banque Cantonale Vaudoise
Switzerland
$455K +$469K +25,548 +819%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$439K +$113K +6,147 +29%
GIA
240
Gladstone Institutional Advisory
Florida
$432K -$80.3K -4,375 -14%
MIA
241
MMBG Investment Advisors
Florida
$429K +$498K +27,150 New
BWM
242
Bulltick Wealth Management
Florida
$428K -$1.76K -96 -0.4%
Mariner
243
Mariner
Kansas
$423K +$492K +26,783 New
Nomura Holdings
244
Nomura Holdings
Japan
$414K +$480K +26,179 New
Lazard Asset Management
245
Lazard Asset Management
New York
$410K +$476K +25,943 New
WS
246
Wedbush Securities
California
$409K +$189K +10,290 +66%
APP
247
Alpha Paradigm Partners
Illinois
$401K -$221K -12,035 -32%
WE
248
Wealth Effects
Massachusetts
$398K +$462K +25,165 New
Allianz Asset Management
249
Allianz Asset Management
Germany
$393K +$456K +24,824 New
CWMU
250
Caliber Wealth Management (Utah)
Utah
$388K +$539K +29,392 New