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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AL
326
Aspiriant LLC
California
$72.1K – – –
TCM
327
Traynor Capital Management
Pennsylvania
$71.2K +$1.12K +225 +1%
CHA
328
Cooper/Haims Advisors
New York
$71K – – –
BFM
329
Boothbay Fund Management
New York
$70.4K -$51.3K -10,344 -40%
GIA
330
Gladstone Institutional Advisory
Florida
$70.1K -$1.91K -386 -2%
S
331
SignatureFD
Georgia
$69.2K +$23.6K +4,750 +46%
CAM
332
Cresset Asset Management
Illinois
$69K +$6.46K +1,302 +10%
CAM
333
Columbia Asset Management
Michigan
$69K – – –
EP
334
Elkhorn Partners
Nebraska
$69K +$3.97K +800 +6%
HSA
335
HBK Sorce Advisory
Pennsylvania
$69K +$74.7K +15,060 New
Fidelity Investments
336
Fidelity Investments
Massachusetts
$66.1K +$9.43K +1,901 +15%
JWCA
337
J.W. Cole Advisors
Florida
$65.8K -$1.11K -223 -2%
RWMG
338
Redwood Wealth Management Group
New Jersey
$65.7K +$70.7K +14,250 New
CA
339
Claro Advisors
Massachusetts
$65.4K +$70.4K +14,196 New
PCP
340
Proficio Capital Partners
Massachusetts
$65.3K +$1.96K +396 +3%
FCAG
341
First Capital Advisors Group
New Jersey
$65.3K – – –
WFAG
342
Worth Financial Advisory Group
North Carolina
$63.1K +$67.9K +13,685 New
CA
343
CoreCap Advisors
Michigan
$62.2K -$34.7K -7,000 -34%
WCFA
344
Walkner Condon Financial Advisors
Wisconsin
$61.9K +$66.6K +13,437 New
EA
345
Emerald Advisers
Pennsylvania
$61.8K +$37.7K +7,600 +131%
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$61.1K -$26.5K -5,341 -29%
CCWM
347
Cassaday & Co Wealth Management
Virginia
$61K +$65.6K +13,224 New
GG
348
Gofen & Glossberg
Illinois
$60K – – –
LC
349
Lindbrook Capital
California
$59.9K +$5.84K +1,178 +10%
BAM
350
Belpointe Asset Management
Nevada
$59.1K +$63.6K +12,820 New