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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
301
KBC Group
Belgium
$627K +$178K +13,683 +51%
UB
302
UMB Bank
Missouri
$626K +$122K +9,407 +30%
SA
303
Sanctuary Advisors
Indiana
$619K -$30.5K -2,347 -6%
HC
304
Hourglass Capital
Texas
$616K -$325K -25,000 -38%
Allianz Asset Management
305
Allianz Asset Management
Germany
$610K -$583K -44,900 -53%
DWM
306
Drive Wealth Management
Utah
$609K +$2.66K +205 +0.5%
CPC
307
Cookson Peirce & Co
Pennsylvania
$607K +$512K +39,397 New
LFAS
308
Level Four Advisory Services
Texas
$604K +$112K +8,630 +28%
MLIC
309
Mandatum Life Insurance Company
Finland
$600K +$326K +25,100 +181%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$592K +$114K +8,814 +30%
GIA
311
Gladstone Institutional Advisory
Florida
$590K -$283K -21,783 -36%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$582K +$269K +20,705 +121%
EC
313
EntryPoint Capital
New York
$578K -$68.4K -5,269 -12%
WCFA
314
Walkner Condon Financial Advisors
Wisconsin
$560K +$35.5K +2,735 +8%
MIG
315
McGuire Investment Group
Rhode Island
$554K
BCI
316
Brinker Capital Investments
Pennsylvania
$547K +$181K +13,908 +64%
OPS
317
Orion Portfolio Solutions
Nebraska
$547K +$181K +13,908 +64%
CGIM
318
Cannon Global Investment Management
Florida
$539K +$455K +35,000 New
WG
319
Winton Group
United Kingdom
$535K +$451K +34,753 New
ACS
320
Archford Capital Strategies
Illinois
$520K +$909 +70 +0.2%
ACA
321
Aptus Capital Advisors
Alabama
$516K -$2.87M -221,143 -87%
SW
322
SteelPeak Wealth
California
$509K +$177K +13,594 +70%
ECM
323
Everence Capital Management
Indiana
$498K +$420K +32,360 New
AF
324
Aldebaran Financial
$498K -$48.8K -3,760 -11%
SM
325
Sciencast Management
New Jersey
$493K +$416K +32,026 New