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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Harbour Investments
Wisconsin
$821K +$35.5K +2,463 +4%
Envestnet Asset Management
252
Envestnet Asset Management
Illinois
$811K -$860K -59,676 -46%
CWA
253
Clarus Wealth Advisors
Arizona
$808K +$1.02M +70,935 New
SA
254
Sanctuary Advisors
Indiana
$805K +$455K +31,553 +84%
X
255
Xponance
Pennsylvania
$796K +$56.6K +3,925 +6%
AIM
256
Aigen Investment Management
New York
$789K +$718K +49,797 +275%
Prudential Financial
257
Prudential Financial
New Jersey
$786K +$218K +15,136 +29%
AWA
258
Alta Wealth Advisors
Massachusetts
$782K -$50.4K -3,500 -5%
RSA
259
River Street Advisors
Illinois
$782K +$60.2K +4,179 +7%
Vanguard Personalized Indexing Management
260
Vanguard Personalized Indexing Management
California
$770K +$36.3K +2,517 +4%
SW
261
Solidarity Wealth
Utah
$764K
KIG
262
Kennedy Investment Group
New Jersey
$755K -$76.4K -5,300 -8%
LNWTC
263
Laird Norton Wetherby Trust Company
Washington
$750K
AWA
264
Arkadios Wealth Advisors
Georgia
$737K +$15.7K +1,092 +2%
Lazard Asset Management
265
Lazard Asset Management
New York
$737K +$632K +43,831 +223%
GCP
266
GSA Capital Partners
United Kingdom
$737K +$913K +63,349 New
HI
267
Hudock Inc
Pennsylvania
$733K -$55.9K -3,881 -6%
BCM
268
Brookstone Capital Management
Illinois
$721K -$16.2K -1,125 -2%
MPPLM
269
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$718K +$108K +7,499 +14%
William Blair & Company
270
William Blair & Company
Illinois
$718K +$526K +36,496 +145%
KPWS
271
Kestra Private Wealth Services
Texas
$695K +$614K +42,575 +248%
AB
272
Amalgamated Bank
New York
$687K +$29.6K +2,051 +4%
SLWA
273
San Luis Wealth Advisors
California
$685K -$8.91K -618 -1%
NL
274
NWAM LLC
Washington
$682K +$202K +14,023 +31%
BCM
275
BluePath Capital Management
Georgia
$679K +$842K +58,420 New