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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
DI
226
DFPG Investments
Utah
$275K +$156K +25,694 +131%
CIM
227
CIM Investment Management
Pennsylvania
$274K +$12.8K +2,110 +5%
AIM
228
Aigen Investment Management
New York
$270K -$130K -21,421 -32%
MHS
229
M Holdings Securities
Oregon
$269K -$30.3K -4,996 -10%
AAS
230
Avantax Advisory Services
Texas
$266K +$64.3K +10,605 +32%
CWMU
231
Caliber Wealth Management (Utah)
Utah
$266K
SWM
232
SeaCrest Wealth Management
New York
$262K -$152K -25,000 -37%
AMC
233
Asset Management Corp
Illinois
$257K -$190K -31,250 -42%
RSA
234
River Street Advisors
Illinois
$256K +$13.8K +2,281 +6%
GIA
235
Gladstone Institutional Advisory
Florida
$249K +$156K +25,802 +170%
TCBWMS
236
Texas Capital Bank Wealth Management Services
Texas
$243K +$243K +40,000 New
N
237
Natixis
France
$241K -$411K -67,750 -63%
OIA
238
OneDigital Investment Advisors
Kansas
$240K -$11.4K -1,884 -5%
HCM
239
Highlander Capital Management
New Jersey
$239K -$12.1K -2,000 -5%
VWM
240
Vigilare Wealth Management
Arizona
$237K -$27.9K -4,598 -11%
HI
241
Hudock Inc
Pennsylvania
$237K +$437 +72 +0.2%
KI
242
Kapitalo Investimentos
Brazil
$236K +$236K +38,945 New
GSIAS
243
Garden State Investment Advisory Services
New Jersey
$236K -$37.3K -6,143 -14%
SWP
244
Stratos Wealth Partners
Ohio
$233K +$69.1K +11,400 +42%
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K +$14.6K +2,401 +7%
IGGA
246
Iron Gate Global Advisors
Utah
$227K
BWM
247
Bulltick Wealth Management
Florida
$224K -$24.9K -4,102 -10%
SIA
248
Soltis Investment Advisors
Utah
$223K -$606 -100 -0.3%
DWM
249
Drive Wealth Management
Utah
$218K +$218K +35,886 New
HCP
250
Hexagon Capital Partners
Arkansas
$217K -$2.12K -349 -1%