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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
226
San Luis Wealth Advisors
California
$392K +$10K +1,418 +2%
HI
227
Harbour Investments
Wisconsin
$391K -$52.7K -7,467 -11%
AB
228
Amalgamated Bank
New York
$387K +$39.9K +5,661 +11%
EGM
229
Engineers Gate Manager
New York
$383K +$121K +17,164 +42%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$381K -$9.57K -1,358 -2%
AIP
231
ARS Investment Partners
New York
$379K +$404K +57,301 New
QCM
232
QRG Capital Management
Illinois
$377K +$22.9K +3,249 +6%
SPC
233
Sigma Planning Corp
Michigan
$370K +$70.6K +10,012 +22%
TWM
234
Tradition Wealth Management
Minnesota
$368K +$22.9K +3,243 +6%
DC
235
Davenport & Co
Virginia
$365K +$88.7K +12,585 +30%
HGERS
236
Householder Group Estate & Retirement Specialist
Arizona
$362K +$138K +19,548 +56%
Vanguard Personalized Indexing Management
237
Vanguard Personalized Indexing Management
California
$361K +$10.2K +1,440 +3%
MIC
238
Means Investment Company
Maine
$361K -$21.4K -3,042 -5%
Deutsche Bank
239
Deutsche Bank
Germany
$359K +$18.6K +2,632 +5%
AWA
240
Arkadios Wealth Advisors
Georgia
$358K +$32.3K +4,579 +9%
MIA
241
MMBG Investment Advisors
Florida
$357K +$381K +54,015 New
AWA
242
Alta Wealth Advisors
Massachusetts
$350K -$3.53K -500 -0.9%
X
243
Xponance
Pennsylvania
$349K +$129K +18,285 +53%
Wellington Management Group
244
Wellington Management Group
Massachusetts
$348K -$38.1K -5,409 -9%
IAN
245
Integrated Advisors Network
Texas
$346K -$1.76K -250 -0.5%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$339K +$64.5K +9,151 +22%
CC
247
Corton Capital
Ontario, Canada
$337K +$360K +51,030 New
AFG
248
Atomi Financial Group
New York
$335K +$38.7K +5,489 +12%
FCH
249
Freestone Capital Holdings
Washington
$334K -$97K -13,756 -21%
BCM
250
Bayesian Capital Management
New York
$321K -$1.4M -197,998 -80%