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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
351
RPG Investment Advisory
California
$536K +$388K +29,450 New
IAA
352
Independent Advisor Alliance
North Carolina
$528K +$28.8K +2,181 +8%
CL
353
Choreo LLC
Illinois
$525K +$169K +12,783 +80%
Thrivent Financial for Lutherans
354
Thrivent Financial for Lutherans
Minnesota
$524K +$380K +28,802 New
KBC Group
355
KBC Group
Belgium
$521K -$213K -16,124 -36%
SIA
356
Soltis Investment Advisors
Utah
$518K +$6.61K +501 +2%
HCP
357
Hexagon Capital Partners
Arkansas
$515K -$1.5K -114 -0.4%
FNT
358
First National Trust
Pennsylvania
$514K +$372K +28,200 New
IA
359
Integrity Alliance
Iowa
$506K +$154K +11,673 +72%
GCA
360
Greenwood Capital Associates
South Carolina
$503K -$3.98K -302 -1%
AFG
361
Atomi Financial Group
New York
$502K +$24.9K +1,888 +7%
SLAM
362
Swiss Life Asset Management
$492K +$146K +11,092 +70%
RMC
363
Ring Mountain Capital
California
$491K +$133K +10,104 +82%
FIA
364
Foundations Investment Advisors
Arizona
$490K +$68.9K +5,224 +24%
National Bank of Canada
365
National Bank of Canada
Quebec, Canada
$490K +$66.8K +5,067 +23%
ECM
366
Everence Capital Management
Indiana
$484K -$76.5K -5,800 -18%
SW
367
SteelPeak Wealth
California
$482K +$10.6K +801 +3%
EWA
368
Emergent Wealth Advisors
New York
$477K +$14.2K +1,073 +4%
P
369
&Partners
Tennessee
$470K +$11.7K +885 +4%
BCI
370
Brinker Capital Investments
Pennsylvania
$463K -$179K -13,554 -35%
AF
371
Aldebaran Financial
$459K -$84.4K -6,400 -20%
RCA
372
Ranch Capital Advisors
Florida
$458K +$332K +25,171 New
HC
373
Hourglass Capital
Texas
$455K -$26.4K -2,000 -7%
DWM
374
Diversify Wealth Management
Utah
$445K +$2.1K +159 +0.9%
MF
375
Manchester Financial
California
$444K