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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
276
Xcel Wealth Management
Florida
$156K – – –
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$156K – – –
NAS
278
NWF Advisory Services
California
$156K +$113K +18,678 New
IWM
279
IHT Wealth Management
Illinois
$154K -$3.83K -631 -2%
PI
280
PFG Investments
New York
$154K +$154K +25,408 New
SPC
281
Sigma Planning Corp
Michigan
$153K +$3.94K +650 +3%
MP
282
MSD Partners
New York
$152K – – –
VWA
283
V Wealth Advisors
Kansas
$150K -$54.4K -8,963 -27%
GC
284
Garde Capital
Washington
$149K – – –
IFG
285
Independent Financial Group
California
$148K -$118K -19,534 -44%
ZB
286
Zions Bancorporation
Utah
$145K -$2.67K -441 -2%
HIA
287
Harbor Investment Advisory
Maryland
$143K – – –
SC
288
Shay Capital
New York
$143K +$142K +23,485 New
MF
289
Manchester Financial
California
$142K +$473 +78 +0.3%
Nomura Holdings
290
Nomura Holdings
Japan
$142K +$142K +23,446 New
HSBC Holdings
291
HSBC Holdings
United Kingdom
$142K -$19.1K -3,146 -12%
KCM
292
KRS Capital Management
Michigan
$140K -$40K -6,600 -22%
JF
293
Jump Financial
Illinois
$140K -$912K -150,366 -87%
FFS
294
Founders Financial Securities
Maryland
$140K +$6.06K +1,000 +5%
SS
295
Simplicity Solutions
Minnesota
$138K +$138K +22,787 New
Brown Advisory
296
Brown Advisory
Maryland
$138K – – –
BPA
297
Beacon Pointe Advisors
California
$138K -$228K -37,654 -62%
CW
298
CreativeOne Wealth
Kansas
$137K -$160K -26,445 -54%
SEI Investments
299
SEI Investments
Pennsylvania
$136K +$136K +22,455 New
PFA
300
Pathway Financial Advisers
Indiana
$135K +$23.6K +3,887 +21%