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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
RFO
351
RiverGlades Family Offices
Florida
$59.1K +$63.5K +12,810 New
IWC
352
Integrated Wealth Concepts
Massachusetts
$59K -$352 -71 -0.5%
WDL
353
Well Done LLC
Michigan
$58.6K +$50 +10 +0.1%
BJL
354
Brighton Jones LLC
Washington
$58.3K -$3.28M -661,093 -98%
WIC
355
Water Island Capital
New York
$57.6K – – –
MGIA
356
Moneta Group Investment Advisors
Missouri
$56.5K +$40.4K +8,150 New
Asset Management One
357
Asset Management One
Japan
$56.4K +$14.8K +2,979 +32%
PG
358
Prostatis Group
Maryland
$56.2K – – –
XS
359
XR Securities
Illinois
$56.1K -$28.4K -5,725 -32%
SW
360
SkyOak Wealth
Michigan
$55.5K – – –
SCA
361
Snowden Capital Advisors
New York
$54.4K +$2.11K +426 +4%
FWP
362
FAS Wealth Partners
Kansas
$53.9K – – –
TCA
363
Transcend Capital Advisors
New Jersey
$53.6K -$18.4K -3,706 -24%
KFP
364
KMG Fiduciary Partners
Ohio
$53.3K +$57.4K +11,571 New
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$53K -$7.3K -1,471 -11%
NCM
366
Northside Capital Management
Oregon
$53K – – –
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$52.3K +$56.2K +11,338 New
BC
368
Burney Company
Virginia
$51.6K -$46.7K -9,425 -46%
AGP
369
Autumn Glory Partners
Texas
$50.7K – – –
GWMIA
370
Global Wealth Management Investment Advisory
Florida
$50.7K -$26.7K -5,385 -33%
EWM
371
Evercore Wealth Management
New York
$50K – – –
Bank Julius Baer & Co
372
Bank Julius Baer & Co
Switzerland
$50K +$49.4K +9,966 +1,260%
SCM
373
SOL Capital Management
Maryland
$49.5K – – –
PWP
374
Pursue Wealth Partners
California
$49.3K -$376K -75,900 -88%
BP
375
Ballentine Partners
Massachusetts
$49.3K +$53K +10,693 New