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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$364K -$777K -119,188 -73%
SWM
227
SeaCrest Wealth Management
New York
$361K +$652 +100 +0.2%
GIA
228
Gladstone Institutional Advisory
Florida
$351K +$7.17K +1,100 +3%
PWM
229
Perigon Wealth Management
California
$348K -$656K -100,640 -71%
SWP
230
Stratos Wealth Partners
Ohio
$346K +$20.4K +3,129 +8%
RSA
231
River Street Advisors
Illinois
$343K -$6.62K -1,016 -2%
CA
232
Claro Advisors
Massachusetts
$339K +$173K +26,583 +189%
OIA
233
OneDigital Investment Advisors
Kansas
$335K +$4.11K +630 +2%
TCBWMS
234
Texas Capital Bank Wealth Management Services
Texas
$334K
AP
235
AtonRa Partners
Switzerland
$332K -$42.4K -6,506 -14%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$331K +$52.5K +8,047 +25%
IFG
237
Independent Financial Group
California
$326K +$95.6K +14,665 +60%
EF
238
Empowered Funds
Pennsylvania
$321K +$53.5K +8,212 +27%
EST
239
EA Series Trust
Pennsylvania
$321K +$251K +38,472 New
PVI
240
Pine Valley Investments
New Jersey
$319K +$163K +25,000 +189%
IGGA
241
Iron Gate Global Advisors
Utah
$311K
Manulife (Manufacturers Life Insurance)
242
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$310K -$2.39K -366 -1%
SIA
243
Soltis Investment Advisors
Utah
$306K
VRS
244
Virginia Retirement Systems
Virginia
$305K +$239K +36,600 New
DWM
245
Drive Wealth Management
Utah
$299K -$65 -10 -0%
BP
246
BBR Partners
New York
$299K +$27.8K +4,261 +13%
HI
247
Hudock Inc
Pennsylvania
$296K -$23.1K -3,542 -9%
KPWS
248
Kestra Private Wealth Services
Texas
$295K +$13.3K +2,045 +6%
Canada Life
249
Canada Life
Manitoba, Canada
$293K +$41.8K +6,414 +23%
NC
250
NinePointTwo Capital
California
$293K +$230K +35,214 New