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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
276
WCG Wealth Advisors
Nevada
$301K -$117K -14,707 -33%
PI
277
PFG Investments
New York
$295K +$12.3K +1,547 +6%
TI
278
Tidal Investments
Wisconsin
$291K +$17.9K +2,258 +8%
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$288K +$35.1K +4,420 +17%
LFAS
280
Level Four Advisory Services
Texas
$279K +$63.9K +8,039 +40%
CNFG
281
Creegan & Nassoura Financial Group
New Hampshire
$268K
MIM
282
Moseley Investment Management
Florida
$265K -$27.9K -3,505 -12%
HCM
283
Highlander Capital Management
New Jersey
$264K +$8.19K +1,030 +4%
SWM
284
SeaCrest Wealth Management
New York
$257K -$47.5K -5,980 -16%
FIA
285
Foundations Investment Advisors
Arizona
$257K +$179K +22,555 +212%
IAIM
286
International Assets Investment Management
Florida
$255K +$27.4K +3,450 +16%
LW
287
Lauer Wealth
Indiana
$250K +$8.23K +1,036 +3%
FFS
288
Founders Financial Securities
Maryland
$249K +$24.3K +3,060 +14%
HGERS
289
Householder Group Estate & Retirement Specialist
Arizona
$249K +$32.2K +4,045 +19%
MP
290
MSD Partners
New York
$249K
AP
291
AtonRa Partners
Switzerland
$245K -$62.1K -7,816 -24%
FFM
292
Forum Financial Management
Illinois
$244K +$195K +24,535 New
KA
293
KLCM Advisors
Wisconsin
$244K +$195K +24,500 New
ZB
294
Zions Bancorporation
Utah
$238K
CA
295
Calton & Associates
Florida
$234K +$28K +3,520 +18%
MF
296
Manchester Financial
California
$233K
QCM
297
Quantinno Capital Management
New York
$231K -$288K -36,268 -61%
PIA
298
Panoramic Investment Advisors
Colorado
$229K +$59.6K +7,500 +48%
UB
299
UMB Bank
Missouri
$228K +$62.3K +7,843 +52%
HIA
300
Harbor Investment Advisory
Maryland
$222K