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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
251
Laird Norton Wetherby Trust Company
Washington
$993K
VCM
252
Virtue Capital Management
Tennessee
$982K +$828K +63,741 New
Vanguard Personalized Indexing Management
253
Vanguard Personalized Indexing Management
California
$981K +$13.6K +1,050 +2%
SEI Investments
254
SEI Investments
Pennsylvania
$973K +$102K +7,884 +14%
BCM
255
Brookstone Capital Management
Illinois
$972K +$29.5K +2,268 +4%
TWM
256
Tradition Wealth Management
Minnesota
$971K +$71.9K +5,532 +10%
RSA
257
River Street Advisors
Illinois
$971K +$73.4K +5,654 +10%
Stifel Financial
258
Stifel Financial
Missouri
$963K -$411K -31,647 -34%
AWA
259
Arkadios Wealth Advisors
Georgia
$960K +$23.1K +1,781 +3%
AWM
260
Apollon Wealth Management
South Carolina
$955K +$805K +62,014 New
DB
261
Danske Bank
Denmark
$944K +$613K +47,196 +335%
Principal Financial Group
262
Principal Financial Group
Iowa
$936K -$121K -9,314 -13%
SLWA
263
San Luis Wealth Advisors
California
$919K +$1.16K +89 +0.1%
MSRPS
264
Maryland State Retirement & Pension System
Maryland
$907K
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$881K +$8.9K +685 +1%
AB
266
Amalgamated Bank
New York
$878K
BEI
267
Benjamin Edwards Inc
Missouri
$873K -$231K -17,790 -24%
SCM
268
Sterling Capital Management
North Carolina
$855K +$253K +19,493 +54%
Parallax Volatility Advisers
269
Parallax Volatility Advisers
California
$847K -$2.96M -227,760 -81%
MPPLM
270
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$836K +$705K +54,278 New
MP
271
Mangrove Partners
Connecticut
$833K +$703K +54,106 New
TWPM
272
Total Wealth Planning & Management
Florida
$821K +$693K +53,319 New
M&T Bank
273
M&T Bank
New York
$815K +$95.2K +7,330 +16%
Russell Investments Group
274
Russell Investments Group
United Kingdom
$809K +$36K +2,774 +6%
MWM
275
Maridea Wealth Management
New York
$802K +$677K +52,096 New