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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$167K
BPC
302
Banque Pictet & Cie
Switzerland
$167K +$130K +20,000 New
OHWP
303
Oak Harbor Wealth Partners
North Carolina
$167K +$130K +20,000 New
WIA
304
World Investment Advisors
California
$166K +$36.5K +5,606 +39%
DI
305
DDFG Inc
California
$166K
KAH
306
Kathryn A. Hall
$166K +$129K +19,853 New
RA
307
Resolute Advisors
California
$165K
ZIG
308
Zullo Investment Group
Pennsylvania
$161K -$16.9K -2,600 -12%
NAS
309
NWF Advisory Services
California
$156K
PCM
310
Pointe Capital Management
Michigan
$154K
MIM
311
MetLife Investment Management
New Jersey
$152K +$9.65K +1,481 +9%
VWA
312
Visionary Wealth Advisors
Illinois
$151K +$1.98K +303 +2%
DAS
313
Dynamic Advisor Solutions
Arizona
$151K +$118K +18,051 New
Amundi
314
Amundi
France
$149K
FCAG
315
First Capital Advisors Group
New Jersey
$144K
FWP
316
FAS Wealth Partners
Kansas
$143K +$31.9K +4,900 +40%
B
317
Bensler
Washington
$143K
DC
318
Davenport & Co
Virginia
$141K +$110K +16,915 New
FWA
319
Freedom Wealth Alliance
Wisconsin
$140K +$99.5K +15,267 New
TWM
320
Tradition Wealth Management
Minnesota
$139K +$7.99K +1,225 +8%
CAM
321
Concorde Asset Management
Michigan
$138K -$2.61K -400 -2%
GSIAS
322
Garden State Investment Advisory Services
New Jersey
$138K -$146K -22,350 -57%
Mitsubishi UFJ Asset Management
323
Mitsubishi UFJ Asset Management
Japan
$137K -$60.7K -9,309 -36%
AFG
324
Albion Financial Group
Utah
$137K
Fidelity Investments
325
Fidelity Investments
Massachusetts
$136K -$5.73M -878,522 -98%