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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Claro Advisors
Massachusetts
$121K -$3.53K -500 -3%
MFG
352
Merit Financial Group
Georgia
$119K -$24.6K -3,482 -16%
IAA
353
Independent Advisor Alliance
North Carolina
$116K +$27.4K +3,883 +29%
William Blair & Company
354
William Blair & Company
Illinois
$115K -$36.6K -5,184 -23%
FWP
355
FAS Wealth Partners
Kansas
$111K
FPAS
356
Focus Partners Advisor Solutions
Missouri
$110K -$6.88K -976 -6%
AFG
357
Albion Financial Group
Utah
$109K
RWA
358
Redhawk Wealth Advisors
Minnesota
$107K +$106 +15 +0.1%
RCM
359
Riverwood Capital Management
California
$106K
GSIAS
360
Garden State Investment Advisory Services
New Jersey
$106K +$353 +50 +0.3%
USCWA
361
U.S. Capital Wealth Advisors
Texas
$105K +$112K +15,836 New
VCM
362
Vivaldi Capital Management
Illinois
$104K
TWP
363
Tempus Wealth Planning
California
$104K +$111K +15,786 New
IAS
364
Insigneo Advisory Services
Florida
$102K +$23.6K +3,349 +27%
CNWM
365
Clay Northam Wealth Management
California
$101K +$27.2K +3,858 +34%
T
366
TrueFG
Texas
$101K +$10.6K +1,500 +11%
CL
367
Choreo LLC
Illinois
$101K +$111K +15,750 New
MFG
368
MidWestOne Financial Group
Iowa
$99.8K +$888 +126 +0.8%
FW
369
FullCircle Wealth
Texas
$99.6K +$99K +14,034 New
NWM
370
Northwest Wealth Management
Iowa
$99.2K
KCPG
371
Kavar Capital Partners Group
Kansas
$99.2K +$106K +15,000 New
GAM
372
Gotham Asset Management
New York
$99.1K -$42 -6 -0%
AC
373
Avestar Capital
New York
$96.4K
CD
374
Chapin Davis
Maryland
$96K +$7.05K +1,000 +7%
PCM
375
Palisade Capital Management
New Jersey
$95.8K +$102K +14,500 New