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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$1.24M -$236K -18,170 -18%
SWM
227
Spire Wealth Management
Virginia
$1.22M +$72.7K +5,594 +8%
JIP
228
Jaffetilchin Investment Partners
Florida
$1.21M +$277K +21,297 +37%
JFG
229
Jefferies Financial Group
New York
$1.16M +$982K +75,569 New
HCM
230
Highview Capital Management
Illinois
$1.15M +$971K +74,782 New
SO
231
STRS Ohio
Ohio
$1.15M +$971K +74,773 New
AAS
232
Avantax Advisory Services
Texas
$1.15M -$246K -18,943 -20%
HMS
233
Hanseatic Management Services
New Mexico
$1.12M +$941K +72,453 New
SA
234
Strategic Advocates
Utah
$1.11M -$338 -26 -0%
HAG
235
HighPoint Advisor Group
Illinois
$1.11M +$55.4K +4,268 +6%
XWM
236
Xcel Wealth Management
Florida
$1.1M -$3.9K -300 -0.4%
HFM
237
Harvest Fund Management
China
$1.09M +$923K +71,099 New
PFS
238
Prospera Financial Services
Texas
$1.09M -$325K -24,988 -26%
AWA
239
Alta Wealth Advisors
Massachusetts
$1.09M
KIG
240
Kennedy Investment Group
New Jersey
$1.08M -$621K -47,800 -41%
LFP
241
Lakeshore Financial Planning
Michigan
$1.07M -$300K -23,098 -25%
TCM
242
Triumph Capital Management
Colorado
$1.07M -$4.1M -315,744 -82%
HI
243
Harbour Investments
Wisconsin
$1.05M +$78.2K +6,018 +10%
YDMI
244
Y.D. More Investments
Israel
$1.03M
HI
245
Hudock Inc
Pennsylvania
$1.03M -$18.9K -1,458 -2%
PAP
246
Persistent Asset Partners
Hong Kong
$1.02M +$839K +64,600 New
SW
247
Solidarity Wealth
Utah
$1.01M
KA
248
Kovack Advisors
Florida
$1.01M -$194K -14,903 -19%
AF
249
Avanza Fonder
Sweden
$1.01M +$850K +65,427 New
X
250
Xponance
Pennsylvania
$994K +$136K +10,444 +19%