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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$561K +$221K +27,821 +97%
CIA
227
Concurrent Investment Advisors
Florida
$558K +$446K +56,130 New
AWA
228
Alta Wealth Advisors
Massachusetts
$532K -$5.56K -700 -1%
Vanguard Personalized Indexing Management
229
Vanguard Personalized Indexing Management
California
$526K +$41K +5,164 +11%
IA
230
IFP Advisors
Florida
$524K +$191K +24,012 +84%
QCM
231
QRG Capital Management
Illinois
$515K +$8.72K +1,097 +2%
IAN
232
Integrated Advisors Network
Texas
$505K +$1.59K +200 +0.4%
Neuberger Berman Group
233
Neuberger Berman Group
New York
$502K +$83.7K +10,533 +26%
AFG
234
Atomi Financial Group
New York
$484K +$49.2K +6,196 +15%
AWA
235
Arkadios Wealth Advisors
Georgia
$483K +$1.47K +185 +0.4%
GCP
236
GSA Capital Partners
United Kingdom
$468K -$1.04M -130,744 -74%
IFG
237
Independent Financial Group
California
$461K +$55K +6,922 +18%
AF
238
Aldebaran Financial
$459K -$25.2K -3,165 -6%
KPWS
239
Kestra Private Wealth Services
Texas
$457K +$15.7K +1,974 +4%
WWS
240
Wellington Wealth Strategies
Indiana
$448K +$358K +45,048 New
PWM
241
Perigon Wealth Management
California
$446K -$9.64K -1,213 -3%
LNC
242
Lincoln National Corp
Pennsylvania
$444K +$23.4K +2,947 +7%
M&T Bank
243
M&T Bank
New York
$440K +$127K +15,946 +56%
CWMU
244
Caliber Wealth Management (Utah)
Utah
$436K
HI
245
Hudock Inc
Pennsylvania
$436K +$35.9K +4,522 +12%
VFA
246
Valeo Financial Advisors
Indiana
$425K -$38.9K -4,900 -10%
FA
247
Fortis Advisors
Pennsylvania
$423K +$19.9K +2,500 +6%
MG
248
Marex Group
$412K -$986K -124,065 -75%
CG
249
Cutler Group
California
$410K +$25.1K +3,159 +8%
Envestnet Asset Management
250
Envestnet Asset Management
Illinois
$406K +$104K +13,047 +47%