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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
HAI
251
Hennessy Advisors Inc
California
$398K -$238K -30,000 -43%
VVP
252
Venture Visionary Partners
Ohio
$397K -$1.17M -147,285 -79%
CAM
253
Creekmur Asset Management
Illinois
$392K +$313K +39,404 New
NL
254
NWAM LLC
Washington
$390K +$70.3K +8,845 +29%
EF
255
Empowered Funds
Pennsylvania
$390K +$66.2K +8,332 +27%
SEI Investments
256
SEI Investments
Pennsylvania
$386K +$47.2K +5,942 +18%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$385K +$199K +25,072 +184%
NRD
258
Nebula Research & Development
New York
$378K +$302K +38,021 New
GIA
259
Gladstone Institutional Advisory
Florida
$375K -$86.2K -10,850 -22%
MIG
260
McGuire Investment Group
Rhode Island
$361K +$84.3K +10,600 +41%
DWM
261
Drive Wealth Management
Utah
$357K -$318 -40 -0.1%
MHS
262
M Holdings Securities
Oregon
$356K +$284K +35,790 New
PVI
263
Pine Valley Investments
New Jersey
$354K
RSA
264
River Street Advisors
Illinois
$352K +$12.1K +1,526 +5%
Brown Advisory
265
Brown Advisory
Maryland
$348K +$97.6K +12,276 +54%
SIA
266
Soltis Investment Advisors
Utah
$345K
PFA
267
Pathway Financial Advisers
Indiana
$345K +$24.2K +3,043 +10%
TWM
268
Tradition Wealth Management
Minnesota
$330K +$51.3K +6,450 +24%
S
269
SignatureFD
Georgia
$326K -$3.99K -502 -2%
X
270
Xponance
Pennsylvania
$326K +$2.15K +271 +0.8%
SG Americas Securities
271
SG Americas Securities
New York
$321K -$17.1K -2,150 -6%
GF
272
Gabelli Funds
New York
$318K +$254K +32,000 New
HCP
273
Hexagon Capital Partners
Arkansas
$317K +$25K +3,140 +11%
PWM
274
Prosperity Wealth Management
California
$309K +$247K +31,050 New
BL
275
Balentine LLC
Georgia
$307K -$8.52K -1,072 -3%