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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$1.89M +$969K +45,973 +63%
HighTower Advisors
252
HighTower Advisors
Illinois
$1.88M -$3.97M -188,188 -61%
Public Employees Retirement Association of Colorado
253
Public Employees Retirement Association of Colorado
Colorado
$1.88M
TFCM
254
Taylor Frigon Capital Management
Arizona
$1.87M +$655K +31,081 +36%
BAAM
255
Baker Avenue Asset Management
California
$1.83M +$295 +14 +0%
SLAM
256
Swiss Life Asset Management
$1.82M -$1.85M -87,610 -43%
CBU
257
CIBC Bancorp USA
Illinois
$1.81M +$2.41M +114,097 New
MFS
258
Miller Financial Services
Michigan
$1.81M +$191K +9,045 +9%
US Bancorp
259
US Bancorp
Minnesota
$1.78M +$637K +30,213 +37%
SSA
260
Schonfeld Strategic Advisors
New York
$1.77M +$2.35M +111,653 New
CAWM
261
Capital Advisors Wealth Management
Washington
$1.76M +$27.6K +1,309 +1%
MIF
262
Mediolanum International Funds
Ireland
$1.73M -$5.8M -275,149 -71%
Vanguard Personalized Indexing Management
263
Vanguard Personalized Indexing Management
California
$1.7M +$85.1K +4,036 +4%
FWP
264
Firethorn Wealth Partners
Georgia
$1.69M -$49.2K -2,332 -2%
PIA
265
Perennial Investment Advisors
California
$1.68M +$162K +7,685 +8%
TWM
266
Tradition Wealth Management
Minnesota
$1.67M -$519K -24,608 -19%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$1.65M +$831K +39,419 +61%
Polen Capital Management
268
Polen Capital Management
Florida
$1.64M -$297K -14,105 -12%
P
269
PensionDanmark
Denmark
$1.59M -$229K -10,885 -10%
GC
270
GatePass Capital
Ohio
$1.59M -$422 -20 -0%
AWM
271
Ameliora Wealth Management
Switzerland
$1.59M +$2.11M +100,000 New
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$1.59M +$902K +42,789 +75%
VF
273
Virtu Financial
New York
$1.58M +$2.1M +99,685 New
SI
274
Sava Infond
Slovenia
$1.57M -$179K -8,500 -8%
IA
275
IFP Advisors
Florida
$1.57M +$61.8K +2,932 +3%