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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$3.6M -$745K -31,414 -19%
N
227
Natixis
France
$3.59M +$3.22M +135,898 New
HighTower Advisors
228
HighTower Advisors
Illinois
$3.52M -$997K -42,024 -24%
AFAS
229
Acorn Financial Advisory Services
Virginia
$3.51M -$40.7K -1,717 -1%
GIA
230
Gateway Investment Advisers
Ohio
$3.49M +$3.13M +132,000 New
IA
231
Intellus Advisors
Florida
$3.48M -$221K -9,317 -7%
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$3.47M +$1.61M +67,894 +107%
PAM
233
Pegasus Asset Management
New York
$3.44M +$21.9K +924 +0.7%
SW
234
Simplicity Wealth
New Jersey
$3.41M +$2.57M +108,476 +524%
Stifel Financial
235
Stifel Financial
Missouri
$3.4M +$2.54M +107,013 +494%
BHCM
236
Brevan Howard Capital Management
Jersey
$3.37M -$1.57M -66,327 -34%
TCM
237
Triumph Capital Management
Colorado
$3.35M +$465K +19,590 +18%
LA
238
LM Advisors
California
$3.34M -$192K -8,097 -6%
DM
239
Diker Management
New York
$3.3M +$2.97M +125,000 New
AWAU
240
Alliance Wealth Advisors (Utah)
Utah
$3.23M +$973 +41 +0%
Pathstone Holdings
241
Pathstone Holdings
New Jersey
$3.21M -$242K -10,217 -8%
AF
242
Allworth Financial
California
$3.12M +$2.23M +93,892 +391%
MA
243
Mutual Advisors
Nebraska
$3.1M +$2.29M +96,594 +704%
TI
244
Tidal Investments
Wisconsin
$3.08M +$600K +25,277 +28%
BFA
245
Brendel Financial Advisors
New Hampshire
$3.07M -$540K -22,741 -16%
BAAM
246
Baker Avenue Asset Management
California
$3.05M +$2.74M +115,475 New
FWP
247
Firethorn Wealth Partners
Georgia
$3M -$3.35M -141,096 -55%
TWM
248
Tradition Wealth Management
Minnesota
$2.99M +$757K +31,898 +39%
TGIA
249
Torrey Growth & Income Advisors
California
$2.95M +$2.65M +111,597 New
PIA
250
Perennial Investment Advisors
California
$2.95M -$1.02K -43 -0%