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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
276
Balyasny Asset Management
Illinois
$241K +$257K +36,513 New
Fidelity Investments
277
Fidelity Investments
Massachusetts
$240K -$146K -20,685 -36%
JIP
278
Jaffetilchin Investment Partners
Florida
$240K -$31.5K -4,468 -11%
EWM
279
Evercore Wealth Management
New York
$237K +$176K +25,000 +230%
FFM
280
Forum Financial Management
Illinois
$236K +$78.6K +11,145 +45%
DWM
281
Drive Wealth Management
Utah
$233K +$78 +11 +0%
Credit Agricole
282
Credit Agricole
France
$231K +$246K +34,872 New
DAS
283
Dynamic Advisor Solutions
Arizona
$223K +$17.6K +2,495 +8%
ACS
284
Archford Capital Strategies
Illinois
$222K
BAM
285
Belpointe Asset Management
Nevada
$222K -$26.6K -3,771 -10%
WCFA
286
Walkner Condon Financial Advisors
Wisconsin
$222K -$92 -13 -0%
PVI
287
Pine Valley Investments
New Jersey
$221K -$705 -100 -0.3%
IFG
288
Independent Financial Group
California
$218K -$54.7K -7,763 -19%
NL
289
NWAM LLC
Washington
$217K -$173K -24,572 -43%
US Bancorp
290
US Bancorp
Minnesota
$215K -$199K -28,194 -46%
PCA
291
Pallas Capital Advisors
Massachusetts
$211K +$198K +28,020 New
SWA
292
Stratos Wealth Advisors
Ohio
$209K -$124K -17,556 -36%
LFAS
293
Level Four Advisory Services
Texas
$208K +$24K +3,398 +12%
QCM
294
Quantinno Capital Management
New York
$208K -$1.33M -188,782 -86%
HIC
295
Hartline Investment Corp
Illinois
$207K +$220K +31,246 New
UB
296
UMB Bank
Missouri
$206K
MIM
297
Moseley Investment Management
Florida
$205K +$1.82K +258 +0.8%
S
298
SignatureFD
Georgia
$201K -$38.7K -5,488 -15%
CA
299
Calton & Associates
Florida
$201K +$21.2K +3,000 +11%
SPIA
300
Steward Partners Investment Advisory
New York
$198K -$11.1K -1,575 -5%