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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$274K
RIA
227
Regal Investment Advisors
Michigan
$267K +$325K +28,263 New
HAI
228
Hennessy Advisors Inc
California
$265K -$1.75M -152,500 -84%
WIC
229
Woodmont Investment Counsel
Tennessee
$256K +$311K +27,122 New
GIA
230
Gladstone Institutional Advisory
Florida
$255K -$3.6K -313 -1%
CCS
231
Concentric Capital Strategies
Connecticut
$252K +$307K +26,700 New
YC
232
Yarbrough Capital
Tennessee
$246K +$299K +26,000 New
GC
233
Garde Capital
Washington
$245K +$56K +4,873 +23%
KA
234
Kovack Advisors
Florida
$245K +$59.7K +5,199 +25%
EH
235
Equitable Holdings
New York
$245K +$143K +12,450 +92%
APP
236
Alpha Paradigm Partners
Illinois
$240K
KCM
237
KRS Capital Management
Michigan
$240K +$71K +6,185 +32%
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K +$102K +8,911 +55%
GC
239
Guggenheim Capital
Illinois
$237K +$78.8K +6,858 +38%
SPC
240
Sigma Planning Corp
Michigan
$237K +$87.7K +7,635 +44%
MP
241
MSD Partners
New York
$236K -$574K -50,000 -67%
OHWP
242
Oak Harbor Wealth Partners
North Carolina
$235K +$35.1K +3,053 +14%
BC
243
Burney Company
Virginia
$232K +$282K +24,569 New
BSW
244
Buckingham Strategic Wealth
Missouri
$231K +$154K +13,406 +122%
PCM
245
Penserra Capital Management
California
$230K -$37.1K -3,228 -9%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$229K +$106K +9,272 +62%
APA
247
American Portfolios Advisors
New York
$224K -$297K -25,890 -52%
JWCA
248
J.W. Cole Advisors
Florida
$213K +$133K +11,600 +106%
OPS
249
Orion Portfolio Solutions
Nebraska
$208K -$8.88K -773 -3%
XWM
250
Xcel Wealth Management
Florida
$208K +$253K +22,030 New