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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Perigon Wealth Management
California
$182K +$9.75K +849 +5%
PCM
277
Pointe Capital Management
Michigan
$175K
CW
278
CreativeOne Wealth
Kansas
$168K +$204K +17,799 New
RIM
279
Redpoint Investment Management
Australia
$165K +$201K +17,463 New
VWA
280
Visionary Wealth Advisors
Illinois
$161K +$65.4K +5,695 +50%
TCA
281
Transcend Capital Advisors
New Jersey
$158K
QC
282
QCM Cayman
Texas
$158K +$193K +16,771 New
PA
283
Parallel Advisors
California
$153K +$165K +14,385 +1,125%
WP
284
WealthSource Partners
California
$152K +$184K +16,044 New
FBC
285
Fairfield, Bush & Co
Connecticut
$151K +$54K +4,700 +42%
BP
286
BBR Partners
New York
$149K +$181K +15,743 New
AL
287
Aspiriant LLC
California
$148K
CHA
288
Cooper/Haims Advisors
New York
$146K +$57.4K +5,000 +48%
Verition Fund Management
289
Verition Fund Management
Connecticut
$141K +$171K +14,898 New
Neuberger Berman Group
290
Neuberger Berman Group
New York
$141K +$172K +14,948 New
RWP
291
RWA Wealth Partners
Massachusetts
$141K +$172K +14,969 New
SEC
292
Seven Eight Capital
New York
$138K -$1.15M -99,818 -87%
CA
293
Crewe Advisors
Utah
$135K -$2.3K -200 -1%
FA
294
Fortis Advisors
Pennsylvania
$133K +$40.2K +3,500 +33%
PP
295
Prudential plc
United Kingdom
$133K +$162K +14,084 New
SWA
296
SFMG Wealth Advisors
Texas
$128K +$155K +13,497 New
LNWWM
297
Laird Norton Wetherby Wealth Management
California
$126K +$153K +13,360 New
AllianceBernstein
298
AllianceBernstein
Tennessee
$125K -$7.05M -613,777 -98%
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$124K +$6.91K +602 +5%
BS
300
Boenning & Scattergood
Pennsylvania
$124K +$151K +13,150 New