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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
251
Householder Group Estate & Retirement Specialist
Arizona
$442K +$11.5K +1,587 +3%
SEI Investments
252
SEI Investments
Pennsylvania
$435K +$119K +16,346 +42%
AFG
253
Atomi Financial Group
New York
$427K +$26K +3,573 +7%
Deutsche Bank
254
Deutsche Bank
Germany
$426K -$800 -110 -0.2%
X
255
Xponance
Pennsylvania
$425K +$9.46K +1,302 +2%
MIA
256
MMBG Investment Advisors
Florida
$425K
PI
257
PFG Investments
New York
$417K -$213K -29,352 -36%
IAN
258
Integrated Advisors Network
Texas
$412K +$458 +63 +0.1%
SP
259
Symmetry Partners
Connecticut
$411K +$380K +52,312 New
MIC
260
Means Investment Company
Maine
$400K -$27.4K -3,766 -7%
DWM
261
Diversify Wealth Management
Utah
$400K
ASN
262
Advisory Services Network
Georgia
$398K
FCH
263
Freestone Capital Holdings
Washington
$398K
PFA
264
Pathway Financial Advisers
Indiana
$394K +$42K +5,777 +13%
TCBWMS
265
Texas Capital Bank Wealth Management Services
Texas
$393K -$363K -50,000 -50%
Russell Investments Group
266
Russell Investments Group
United Kingdom
$391K -$343K -47,196 -49%
IIA
267
IPG Investment Advisors
California
$388K -$99.3K -13,660 -22%
HGA
268
Hobbs Group Advisors
South Carolina
$385K -$87.2K -12,000 -20%
AIP
269
ARS Investment Partners
New York
$377K -$67.6K -9,301 -16%
BBVA
270
Banco Bilbao Vizcaya Argentaria
Spain
$375K +$75.3K +10,358 +28%
NFSG
271
Newbridge Financial Services Group
Florida
$369K -$451K -62,030 -57%
GRP
272
Global Retirement Partners
California
$366K +$60.5K +8,323 +22%
TI
273
Tidal Investments
Wisconsin
$363K -$844K -116,073 -72%
M&T Bank
274
M&T Bank
New York
$359K +$16.9K +2,332 +5%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$357K +$22.4K +3,078 +7%