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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
301
Zullo Investment Group
Pennsylvania
$133K -$17.9K -2,950 -12%
National Bank of Canada
302
National Bank of Canada
Quebec, Canada
$132K +$14.7K +2,430 +13%
BC
303
Bridgefront Capital
Texas
$130K +$130K +21,457 New
AFO
304
Arrowroot Family Office
California
$129K +$129K +21,234 New
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$129K -$20.3K -3,354 -14%
OPS
306
Orion Portfolio Solutions
Nebraska
$128K -$1.43K -236 -1%
BCI
307
Brinker Capital Investments
Pennsylvania
$128K +$128K +21,075 New
M&T Bank
308
M&T Bank
New York
$124K +$5.89K +972 +5%
FBC
309
Fairfield, Bush & Co
Connecticut
$124K +$17.6K +2,900 +17%
IC
310
IEQ Capital
California
$123K +$22.9K +3,784 +23%
SIA
311
SkyView Investment Advisors
New Jersey
$123K +$19.1K +3,150 +18%
CPRC
312
Consolidated Portfolio Review Corp
New York
$122K +$122K +20,085 New
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$121K – – –
DI
314
DDFG Inc
California
$121K +$6.45K +1,064 +6%
RA
315
Resolute Advisors
California
$120K – – –
SHWM
316
Silicon Hills Wealth Management
Texas
$120K – – –
BSW
317
Buckingham Strategic Wealth
Missouri
$117K – – –
MIG
318
McGuire Investment Group
Rhode Island
$113K – – –
PCM
319
Pointe Capital Management
Michigan
$112K – – –
IAA
320
Independent Advisor Alliance
North Carolina
$111K -$3.83K -631 -3%
IWN
321
Independent Wealth Network
Iowa
$110K -$66.8K -11,016 -38%
BCM
322
Brainard Capital Management
Texas
$110K – – –
BAM
323
Blueshift Asset Management
New Jersey
$108K +$108K +17,861 New
VWA
324
Visionary Wealth Advisors
Illinois
$108K – – –
FCAG
325
First Capital Advisors Group
New Jersey
$105K +$19.1K +3,150 +22%