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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
351
LJI Wealth Management
Indiana
$89.7K +$89.6K +14,770 New
PNC Financial Services Group
352
PNC Financial Services Group
Pennsylvania
$88.8K +$8.4K +1,386 +10%
AC
353
AXQ Capital
New Jersey
$88.6K +$88.5K +14,600 New
TCM
354
Traynor Capital Management
Pennsylvania
$87.1K -$6.67K -1,100 -7%
WIA
355
World Investment Advisors
California
$86.8K +$86.7K +14,303 New
SCA
356
Snowden Capital Advisors
New York
$85.7K +$14.1K +2,325 +20%
CA
357
Claro Advisors
Massachusetts
$85.6K -$606 -100 -0.7%
AFG
358
Atomi Financial Group
New York
$83.7K +$83.6K +13,790 New
LW
359
Lauer Wealth
Indiana
$83.3K +$161K +26,598 New
WFAG
360
Worth Financial Advisory Group
North Carolina
$83.1K – – –
NL
361
NWAM LLC
Washington
$79.6K +$79.5K +13,117 New
Wealthfront Advisers
362
Wealthfront Advisers
California
$78.5K +$78.5K +12,938 New
CPC
363
Cookson Peirce & Co
Pennsylvania
$76K +$76.4K +12,594 New
MFG
364
Merit Financial Group
Georgia
$74.5K +$74.4K +12,268 New
FWP
365
FAS Wealth Partners
Kansas
$74.4K +$3.43K +565 +5%
SW
366
SkyOak Wealth
Michigan
$73.1K – – –
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$73K +$3.4K +560 +5%
SEM
368
Suncoast Equity Management
Florida
$72.8K +$72.8K +12,000 New
AWM
369
Apollon Wealth Management
South Carolina
$72.7K +$72.7K +11,981 New
CAI
370
Capital Advisors Inc
Oklahoma
$71.3K +$71.2K +11,746 New
SAF
371
Smith Anglin Financial
Texas
$70.1K +$70K +11,550 New
TCA
372
Transcend Capital Advisors
New Jersey
$70.1K -$431 -71 -0.6%
NCM
373
Northside Capital Management
Oregon
$69.8K – – –
BC
374
Burney Company
Virginia
$68.6K +$606 +100 +0.9%
BP
375
Ballentine Partners
Massachusetts
$67.7K +$2.74K +452 +4%