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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
276
Soltis Investment Advisors
Utah
$295K +$45.4K +5,713 +16%
MIG
277
McGuire Investment Group
Rhode Island
$292K +$29.4K +3,700 +10%
National Bank of Canada
278
National Bank of Canada
Quebec, Canada
$285K +$89K +11,210 +37%
QOP
279
Quinn Opportunity Partners
Virginia
$285K +$310K +39,000 New
CWMU
280
Caliber Wealth Management (Utah)
Utah
$280K -$43.7K -5,507 -13%
LFAS
281
Level Four Advisory Services
Texas
$279K
BAM
282
Belpointe Asset Management
Nevada
$273K +$125K +15,767 +73%
GF
283
Gabelli Funds
New York
$270K +$39.7K +5,000 +16%
GRP
284
Global Retirement Partners
California
$269K +$238K +29,950 +435%
SAG
285
SageView Advisory Group
California
$264K +$16.7K +2,097 New
GIA
286
Gladstone Institutional Advisory
Florida
$264K -$12.6K -1,590 -4%
S
287
SignatureFD
Georgia
$262K +$24.6K +3,100 +9%
SEI Investments
288
SEI Investments
Pennsylvania
$262K -$23.8K -3,000 -8%
FIA
289
Foundations Investment Advisors
Arizona
$258K +$16.7K +2,103 +6%
DWM
290
Drive Wealth Management
Utah
$258K -$4.45K -560 -2%
HGERS
291
Householder Group Estate & Retirement Specialist
Arizona
$257K +$80.6K +10,143 +40%
X
292
Xponance
Pennsylvania
$252K +$14.1K +1,779 +5%
TI
293
Tidal Investments
Wisconsin
$246K +$35.4K +4,459 +15%
ACS
294
Archford Capital Strategies
Illinois
$246K +$267K +33,642 New
WCFA
295
Walkner Condon Financial Advisors
Wisconsin
$245K +$266K +33,544 New
PVI
296
Pine Valley Investments
New Jersey
$245K -$15.9K -2,000 -6%
MHS
297
M Holdings Securities
Oregon
$244K -$19.1K -2,400 -7%
TRCT
298
Tower Research Capital (TRC)
New York
$243K +$188K +23,677 +247%
HCP
299
Hexagon Capital Partners
Arkansas
$234K +$2.26K +285 +0.9%
SPIA
300
Steward Partners Investment Advisory
New York
$231K -$881K -110,938 -78%