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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
326
Refined Wealth Management
Utah
$152K +$162K +23,031 New
GIA
327
Gladstone Institutional Advisory
Florida
$152K -$92.4K -13,100 -36%
ICP
328
Interchange Capital Partners
Pennsylvania
$148K +$8.85K +1,255 +6%
HIA
329
Harbor Investment Advisory
Maryland
$147K
TWM
330
Trueblood Wealth Management
Ohio
$146K
MTIM
331
Marathon Trading Investment Management
Pennsylvania
$141K
IWN
332
Independent Wealth Network
Iowa
$137K +$2.52K +358 +2%
VIM
333
Vinva Investment Management
Australia
$137K +$98.5K +13,975 New
SG
334
StoneX Group
New York
$136K +$68.8K +9,754 +90%
WIA
335
World Investment Advisors
California
$135K
CSPIA
336
Cary Street Partners Investment Advisory
Virginia
$132K +$233 +33 +0.2%
MFGM
337
Marshall Financial Group (Maryland)
Maryland
$131K +$53.5K +7,582 +62%
RIA
338
Regal Investment Advisors
Michigan
$131K +$9.45K +1,340 +7%
AWM
339
AE Wealth Management
Kansas
$130K +$15.3K +2,176 +12%
Teacher Retirement System of Texas
340
Teacher Retirement System of Texas
Texas
$129K -$25.6K -3,629 -16%
NAS
341
NWF Advisory Services
California
$128K
IWC
342
Integrated Wealth Concepts
Massachusetts
$127K -$76.4K -10,834 -36%
IC
343
IEQ Capital
California
$126K -$606 -86 -0.4%
ZB
344
Zions Bancorporation
Utah
$126K
MCM
345
Mainstay Capital Management
Michigan
$125K +$1.19K +168 +0.9%
CAM
346
Concorde Asset Management
Michigan
$125K -$22.6K -3,200 -14%
OIA
347
OneDigital Investment Advisors
Kansas
$125K +$10.2K +1,450 +8%
B
348
Bensler
Washington
$124K
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$123K +$29.1K +4,134 +29%
PCM
350
Pointe Capital Management
Michigan
$122K