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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
World Investment Advisors
351
World Investment Advisors
California
$149K +$3.97K +500 +3%
Laird Norton Wetherby Trust Company
352
Laird Norton Wetherby Trust Company
Washington
$148K – – –
OHWP
353
Oak Harbor Wealth Partners
North Carolina
$146K – – –
CSPIA
354
Cary Street Partners Investment Advisory
Virginia
$146K +$39.7K +5,000 +33%
ICM
355
Ionic Capital Management
New York
$146K +$159K +20,000 New
FRM
356
Fox Run Management
Connecticut
$146K +$158K +19,932 New
PA
357
Probity Advisors
Texas
$144K +$42.5K +5,351 +37%
KBC Group
358
KBC Group
Belgium
$144K +$21.2K +2,675 +16%
NAS
359
NWF Advisory Services
California
$142K – – –
DI
360
DDFG Inc
California
$141K – – –
IEQ Capital
361
IEQ Capital
California
$140K – – –
ZB
362
Zions Bancorporation
Utah
$139K -$38.3K -4,826 -20%
Waldron Private Wealth
363
Waldron Private Wealth
Pennsylvania
$137K +$149K +18,798 New
CA
364
Claro Advisors
Massachusetts
$137K +$2.36K +297 +2%
B
365
Bensler
Washington
$137K – – –
MCM
366
Mainstay Capital Management
Michigan
$137K +$2.99K +376 +2%
MetLife Investment Management
367
MetLife Investment Management
New Jersey
$135K +$3.05K +384 +2%
TCM
368
Traynor Capital Management
Pennsylvania
$135K -$9.12K -1,148 -6%
PCM
369
Pointe Capital Management
Michigan
$135K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
370
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$135K +$146K +18,438 New
RIA
371
Regal Investment Advisors
Michigan
$135K -$13.8K -1,740 -9%
Guggenheim Capital
372
Guggenheim Capital
Illinois
$134K +$146K +18,411 New
Focus Partners Advisor Solutions
373
Focus Partners Advisor Solutions
Missouri
$129K +$140K +17,656 New
AE Wealth Management
374
AE Wealth Management
Kansas
$127K -$614K -77,345 -82%
OneDigital Investment Advisors
375
OneDigital Investment Advisors
Kansas
$127K -$8.07K -1,016 -6%