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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
BL
251
Balentine LLC
Georgia
$255K
EH
252
Equitable Holdings
New York
$254K -$294K -33,413 -51%
PFA
253
Pathway Financial Advisers
Indiana
$253K +$278K +31,613 New
LW
254
Lauer Wealth
Indiana
$252K +$268K +30,521 New
TWM
255
TriaGen Wealth Management
California
$251K +$299 +34 +0.1%
EF
256
Empowered Funds
Pennsylvania
$246K -$67.3K -7,657 -20%
NL
257
NWAM LLC
Washington
$242K +$81.3K +9,245 +44%
MIM
258
Moseley Investment Management
Florida
$241K +$36K +4,091 +16%
TCBWMS
259
Texas Capital Bank Wealth Management Services
Texas
$240K -$87.9K -10,000 -25%
SPIA
260
Steward Partners Investment Advisory
New York
$235K -$1.23M -139,465 -83%
HCP
261
Hexagon Capital Partners
Arkansas
$229K -$44.2K -5,023 -15%
IA
262
IFP Advisors
Florida
$229K -$2.43M -276,776 -91%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$228K +$58.4K +6,642 +30%
M&T Bank
264
M&T Bank
New York
$226K +$22.7K +2,583 +10%
SSA
265
Schonfeld Strategic Advisors
New York
$226K +$147K +16,710 +144%
PI
266
PFG Investments
New York
$225K +$54.1K +6,150 +28%
SPC
267
Sigma Planning Corp
Michigan
$222K +$43.1K +4,902 +21%
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
$222K -$1.15M -130,314 -82%
TI
269
Tidal Investments
Wisconsin
$216K +$17.9K +2,032 +8%
CNFG
270
Creegan & Nassoura Financial Group
New Hampshire
$215K -$14.9K -1,700 -6%
TWM
271
Tradition Wealth Management
Minnesota
$214K +$88.9K +10,106 +61%
PRC
272
Pearl River Capital
Michigan
$212K -$405K -46,080 -64%
N
273
Natixis
France
$210K -$75.4K -8,574 -25%
MIG
274
McGuire Investment Group
Rhode Island
$205K
BWP
275
Balboa Wealth Partners
Arizona
$204K +$103K +11,736 +85%