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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
351
Mainstay Capital Management
Michigan
$149K – – –
MFG
352
Merit Financial Group
Georgia
$148K +$5.61K +772 +4%
Credit Agricole
353
Credit Agricole
France
$146K -$118K -16,300 -47%
PCM
354
Pointe Capital Management
Michigan
$145K – – –
WAP
355
Wealthcare Advisory Partners
Pennsylvania
$145K -$83.1K -11,433 -38%
P
356
&Partners
Tennessee
$143K +$132K +18,177 New
IAA
357
Independent Advisor Alliance
North Carolina
$139K +$1.64K +226 +1%
FPAS
358
Focus Partners Advisor Solutions
Missouri
$139K +$7.02K +966 +6%
GWM
359
Geneos Wealth Management
Colorado
$138K +$55.1K +7,580 +76%
William Blair & Company
360
William Blair & Company
Illinois
$138K +$516 +71 +0.4%
AWM
361
AE Wealth Management
Kansas
$137K -$15.7K -2,160 -11%
SPA
362
Sherbrooke Park Advisers
New York
$137K +$127K +17,432 New
FIA
363
Foundations Investment Advisors
Arizona
$137K +$127K +17,424 New
B
364
Bensler
Washington
$135K -$11.2K -1,547 -8%
WP
365
Wealthspan Partners
Iowa
$135K +$43.6K +6,000 +54%
AAA
366
American Alpha Advisors
New York
$134K +$124K +17,000 New
CAM
367
Concorde Asset Management
Michigan
$132K -$14.7K -2,029 -11%
CL
368
Choreo LLC
Illinois
$131K +$10.2K +1,407 +9%
AWM
369
Axxcess Wealth Management
California
$130K -$63.3K -8,703 -35%
IEFM
370
IQ EQ Fund Management
Ireland
$130K +$44.3K +6,096 +59%
AFG
371
Albion Financial Group
Utah
$129K – – –
VA
372
Vident Advisory
Georgia
$128K -$206K -28,396 -63%
WGC
373
Watts Gwilliam & Co
Arizona
$128K +$111K +15,247 New
T
374
TrueFG
Texas
$128K +$7.27K +1,000 +7%
RWA
375
Redhawk Wealth Advisors
Minnesota
$127K – – –