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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Concurrent Investment Advisors
Florida
$3.74M +$148K +5,324 +4%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$140K +5,029 +4%
EGM
228
Engineers Gate Manager
New York
$3.69M -$189K -6,788 -5%
CS
229
Candriam SCA
Luxembourg
$3.6M +$3.84M +137,635 New
BWM
230
Bosman Wealth Management
California
$3.57M +$3.8M +136,245 New
CDDEC
231
Caisse Des Depots Et Consignations
France
$3.5M +$1.27M +45,459 +52%
PAM
232
Pegasus Asset Management
New York
$3.5M +$91.5K +3,284 +3%
Nordea Investment Management
233
Nordea Investment Management
Sweden
$3.5M +$958K +34,381 +35%
OAM
234
OP Asset Management
$3.46M -$2.18M -78,091 -37%
MWM
235
Meridian Wealth Management
Kentucky
$3.46M +$942K +33,817 +34%
GIA
236
Gateway Investment Advisers
Ohio
$3.46M
JFG
237
Jefferies Financial Group
New York
$3.45M -$10.5M -376,242 -74%
AFAS
238
Acorn Financial Advisory Services
Virginia
$3.44M -$34.8K -1,248 -0.9%
TWM
239
Tradition Wealth Management
Minnesota
$3.39M +$453K +16,249 +14%
Verition Fund Management
240
Verition Fund Management
Connecticut
$3.36M -$5.7M -204,496 -61%
AF
241
Allworth Financial
California
$3.34M +$271K +9,719 +8%
Jacobs Levy Equity Management
242
Jacobs Levy Equity Management
New Jersey
$3.29M +$1.66M +59,459 +90%
TCM
243
Triumph Capital Management
Colorado
$3.26M -$67.7K -2,428 -2%
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$3.22M +$2.11M +75,543 +159%
AWAU
245
Alliance Wealth Advisors (Utah)
Utah
$3.2M +$3.48K +125 +0.1%
IA
246
Intellus Advisors
Florida
$3.19M -$270K -9,707 -7%
Public Employees Retirement Association of Colorado
247
Public Employees Retirement Association of Colorado
Colorado
$3.1M +$449K +16,117 +16%
Polen Capital Management
248
Polen Capital Management
Florida
$3.07M -$718K -25,768 -18%
DFCM
249
Dark Forest Capital Management
Puerto Rico
$3.05M +$1.04M +37,167 +47%
TGIA
250
Torrey Growth & Income Advisors
California
$3.04M +$123K +4,430 +4%