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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PVI
301
Pine Valley Investments
New Jersey
$260K -$2.91K -400 -1%
APW
302
Axim Planning & Wealth
Ohio
$259K -$27.9K -3,840 -10%
DAS
303
Dynamic Advisor Solutions
Arizona
$258K -$6.51K -896 -3%
SWA
304
Stratos Wealth Advisors
Ohio
$256K +$7.66K +1,054 +3%
IC
305
IEQ Capital
California
$256K +$98.2K +13,504 +71%
SPIA
306
Steward Partners Investment Advisory
New York
$247K +$10.5K +1,450 +5%
US Bancorp
307
US Bancorp
Minnesota
$247K -$8.68K -1,194 -4%
UB
308
UMB Bank
Missouri
$246K
HIP
309
HUB Investment Partners
Texas
$245K +$24.1K +3,317 +12%
TCM
310
Traynor Capital Management
Pennsylvania
$240K +$32.6K +4,487 +17%
S
311
SignatureFD
Georgia
$234K -$4.28K -589 -2%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$233K +$5.88K +809 +3%
TWM
313
Trueblood Wealth Management
Ohio
$227K +$48.9K +6,721 +30%
FFS
314
Founders Financial Securities
Maryland
$224K +$10.9K +1,500 +6%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$223K +$6.99K +962 +4%
VFA
316
Valeo Financial Advisors
Indiana
$221K -$11.2K -1,540 -5%
KBC Group
317
KBC Group
Belgium
$212K
GLA
318
Good Life Advisors
Pennsylvania
$211K -$15.9K -2,192 -8%
KIC
319
Kensington Investment Counsel
California
$210K +$22.2K +3,054 +13%
Comerica Bank
320
Comerica Bank
Texas
$209K +$11.5K +1,588 +6%
SWM
321
SeaCrest Wealth Management
New York
$208K
NDSI
322
Newman Dignan & Sheerar Inc
Rhode Island
$206K +$134K +18,373 New
CLA
323
Carnegie Lake Advisors
New Jersey
$201K +$186K +25,550 New
CA
324
Claro Advisors
Massachusetts
$201K +$53.1K +7,304 +40%
MIM
325
MetLife Investment Management
New Jersey
$200K -$3.95K -543 -2%