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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
351
William Blair & Company
Illinois
$389K +$100K +7,730 +44%
CFS
352
Coordinated Financial Services
Colorado
$387K +$326K +25,100 New
SPIA
353
Steward Partners Investment Advisory
New York
$386K -$83.1K -6,400 -20%
CWC
354
Carolinas Wealth Consulting
North Carolina
$385K -$195K -15,000 -38%
EWM
355
Evercore Wealth Management
New York
$385K
Bessemer Group
356
Bessemer Group
New Jersey
$385K +$325K +25,000 New
OIA
357
OneDigital Investment Advisors
Kansas
$380K +$2.35K +181 +0.7%
SWA
358
Stratos Wealth Advisors
Ohio
$372K -$109K -8,426 -26%
PNC Financial Services Group
359
PNC Financial Services Group
Pennsylvania
$370K +$22.6K +1,740 +8%
GLA
360
Good Life Advisors
Pennsylvania
$368K -$37.4K -2,878 -11%
MHS
361
M Holdings Securities
Oregon
$366K +$309K +23,795 New
XT
362
XTX Topco
Cayman Islands
$364K +$307K +23,651 New
Capstone Investment Advisors
363
Capstone Investment Advisors
New York
$362K +$305K +23,504 New
MF
364
Manchester Financial
California
$360K
GVAG
365
Great Valley Advisor Group
Delaware
$360K -$674K -51,892 -69%
CAM
366
Concorde Asset Management
Michigan
$356K +$81.1K +6,245 +37%
PA
367
Probity Advisors
Texas
$353K -$21.4K -1,645 -7%
Envestnet Portfolio Solutions
368
Envestnet Portfolio Solutions
Illinois
$350K +$7.55K +581 +3%
YIH
369
Y-Intercept (HK)
Hong Kong
$350K -$2.87M -220,887 -91%
WIA
370
World Investment Advisors
California
$344K +$7.6K +585 +3%
HIA
371
Harbor Investment Advisory
Maryland
$343K
OL
372
one8zero8 LLC
North Carolina
$340K +$286K +22,050 New
CSP
373
Cary Street Partners
Virginia
$338K +$285K +21,977 New
PVI
374
Pine Valley Investments
New Jersey
$338K -$144K -11,100 -34%
Comerica Bank
375
Comerica Bank
Texas
$336K -$60.9K -4,687 -18%