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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
TI
276
Tidal Investments
Wisconsin
$208K +$163K +24,984 New
VWA
277
V Wealth Advisors
Kansas
$201K -$3.49K -536 -2%
ZB
278
Zions Bancorporation
Utah
$199K
HIA
279
Harbor Investment Advisory
Maryland
$197K
MF
280
Manchester Financial
California
$196K
CD
281
Chapin Davis
Maryland
$194K -$55.4K -8,500 -27%
KFGK
282
Keystone Financial Group (Kentucky)
Kentucky
$193K +$151K +23,120 New
FFS
283
Founders Financial Securities
Maryland
$192K
SPC
284
Sigma Planning Corp
Michigan
$191K -$14.8K -2,266 -9%
Brown Advisory
285
Brown Advisory
Maryland
$189K
CA
286
Calton & Associates
Florida
$186K -$69.6K -10,670 -32%
PI
287
PFG Investments
New York
$183K -$22.5K -3,450 -14%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$183K -$38.2K -5,865 -21%
IWC
289
Integrated Wealth Concepts
Massachusetts
$181K +$44.2K +6,780 +46%
CW
290
CreativeOne Wealth
Kansas
$180K -$6.3K -967 -4%
RCM
291
Riverwood Capital Management
California
$179K -$14.3M -2,189,265 -99%
BCI
292
Brinker Capital Investments
Pennsylvania
$177K +$1.23K +189 +0.9%
OPS
293
Orion Portfolio Solutions
Nebraska
$177K +$1.23K +189 +0.9%
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$177K
NL
295
NWAM LLC
Washington
$176K +$51.8K +7,951 +61%
PWM
296
Prosperity Wealth Management
California
$171K +$134K +20,500 New
SL
297
Savior LLC
Massachusetts
$171K -$1.41M -215,947 -91%
MFG
298
Merit Financial Group
Georgia
$170K +$53.1K +8,140 +66%
SIA
299
SkyView Investment Advisors
New Jersey
$169K
CPRC
300
Consolidated Portfolio Review Corp
New York
$168K