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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
326
J.W. Cole Advisors
Florida
$71K -$62.6K -9,900 -41%
WP
327
WealthSource Partners
California
$71K -$2.21K -350 -2%
KWM
328
Kingsview Wealth Management
Oregon
$71K +$92.2K +14,567 New
FCAG
329
First Capital Advisors Group
New Jersey
$69K
EP
330
Elkhorn Partners
Nebraska
$69K +$1.26K +200 +1%
CAM
331
Cresset Asset Management
Illinois
$67K -$117K -18,435 -57%
GKWIM
332
Gerber Kawasaki Wealth & Investment Management
California
$67K -$6.38K -1,009 -7%
WWA
333
WCG Wealth Advisors
Nevada
$67K +$21.5K +3,400 New
EWA
334
EP Wealth Advisors
California
$67K +$87.4K +13,821 New
First Trust Advisors
335
First Trust Advisors
Illinois
$66K +$85.5K +13,521 New
PCP
336
Proficio Capital Partners
Massachusetts
$65K +$1.49K +235 +2%
IWC
337
Integrated Wealth Concepts
Massachusetts
$63K -$3.28K -519 -4%
GG
338
Gofen & Glossberg
Illinois
$63K
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$63K +$35.3K +5,586 +76%
QTM
340
qPULA Trading Management
New York
$63K +$82.3K +13,000 New
WDL
341
Well Done LLC
Michigan
$62K
WIC
342
Water Island Capital
New York
$61K +$79.1K +12,500 New
1WA
343
180 Wealth Advisors
Washington
$60K +$3.51K +555 +5%
Fidelity Investments
344
Fidelity Investments
Massachusetts
$60K +$55.4K +8,754 +237%
PG
345
Prostatis Group
Maryland
$59.5K
SW
346
SkyOak Wealth
Michigan
$59K
LC
347
Lindbrook Capital
California
$58K -$785 -124 -1%
Lido Advisors
348
Lido Advisors
California
$58K +$76.4K +12,075 New
Manulife (Manufacturers Life Insurance)
349
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.7K +$7.97K +1,259 +12%
CIBC World Market
350
CIBC World Market
Ontario, Canada
$57K +$1.21K +191 +2%