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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
Strategic Advocates
Utah
$568K
XWM
227
Xcel Wealth Management
Florida
$566K +$29.1K +4,000 +6%
AWA
228
Alta Wealth Advisors
Massachusetts
$556K +$129K +17,770 +34%
Prudential Financial
229
Prudential Financial
New Jersey
$555K +$31K +4,266 +6%
ECM
230
ExodusPoint Capital Management
New York
$553K +$512K +70,374 New
Principal Financial Group
231
Principal Financial Group
Iowa
$551K -$62.8K -8,634 -11%
HI
232
Hudock Inc
Pennsylvania
$537K -$176K -24,258 -26%
EH
233
Equitable Holdings
New York
$528K -$492K -67,723 -50%
YDMI
234
Y.D. More Investments
Israel
$527K
SW
235
Solidarity Wealth
Utah
$516K
HC
236
Hourglass Capital
Texas
$511K -$334K -46,000 -41%
LNWTC
237
Laird Norton Wetherby Trust Company
Washington
$507K
Vanguard Personalized Indexing Management
238
Vanguard Personalized Indexing Management
California
$493K +$58.2K +8,006 +15%
HI
239
Harbour Investments
Wisconsin
$488K +$21.7K +2,985 +5%
VF
240
VitalStone Financial
Texas
$484K -$48.8K -6,711 -10%
BCM
241
Brookstone Capital Management
Illinois
$478K +$1.21K +166 +0.3%
AWA
242
Arkadios Wealth Advisors
Georgia
$476K +$45.8K +6,305 +12%
GIA
243
Gladstone Institutional Advisory
Florida
$472K +$270K +37,100 +161%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$470K -$785 -108 -0.2%
SLWA
245
San Luis Wealth Advisors
California
$466K
MSRPS
246
Maryland State Retirement & Pension System
Maryland
$463K -$98.8K -13,591 -19%
TWM
247
Tradition Wealth Management
Minnesota
$452K +$13.7K +1,880 +3%
RSA
248
River Street Advisors
Illinois
$451K +$74.3K +10,223 +22%
JIP
249
Jaffetilchin Investment Partners
Florida
$448K +$151K +20,765 +57%
AB
250
Amalgamated Bank
New York
$448K -$11K -1,512 -3%