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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$132K +$14.7K +2,430 +13%
BC
302
Bridgefront Capital
Texas
$130K +$130K +21,457 New
AFO
303
Arrowroot Family Office
California
$129K +$129K +21,234 New
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$129K -$20.3K -3,354 -14%
OPS
305
Orion Portfolio Solutions
Nebraska
$128K -$1.43K -236 -1%
BCI
306
Brinker Capital Investments
Pennsylvania
$128K +$128K +21,075 New
M&T Bank
307
M&T Bank
New York
$124K +$5.89K +972 +5%
FBC
308
Fairfield, Bush & Co
Connecticut
$124K +$17.6K +2,900 +17%
IC
309
IEQ Capital
California
$123K +$22.9K +3,784 +23%
SIA
310
SkyView Investment Advisors
New Jersey
$123K +$19.1K +3,150 +18%
CPRC
311
Consolidated Portfolio Review Corp
New York
$122K +$122K +20,085 New
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$121K
DI
313
DDFG Inc
California
$121K +$6.45K +1,064 +6%
RA
314
Resolute Advisors
California
$120K
SHWM
315
Silicon Hills Wealth Management
Texas
$120K
BSW
316
Buckingham Strategic Wealth
Missouri
$117K
MIG
317
McGuire Investment Group
Rhode Island
$113K
PCM
318
Pointe Capital Management
Michigan
$112K
IAA
319
Independent Advisor Alliance
North Carolina
$111K -$3.83K -631 -3%
IWN
320
Independent Wealth Network
Iowa
$110K -$66.8K -11,016 -38%
BCM
321
Brainard Capital Management
Texas
$110K
BAM
322
Blueshift Asset Management
New Jersey
$108K +$108K +17,861 New
VWA
323
Visionary Wealth Advisors
Illinois
$108K
FCAG
324
First Capital Advisors Group
New Jersey
$105K +$19.1K +3,150 +22%
S
325
SignatureFD
Georgia
$104K +$13.1K +2,154 +14%