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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
376
Moneta Group Investment Advisors
Missouri
$94.3K +$5.93K +910 +9%
BFM
377
Boothbay Fund Management
New York
$93.8K +$73.3K +11,243 New
SPA
378
Sherbrooke Park Advisers
New York
$92.3K +$72.1K +11,062 New
LFAS
379
Level Four Advisory Services
Texas
$91.4K +$71.5K +10,963 New
PCIA
380
Prime Capital Investment Advisors
Kansas
$91K +$71.1K +10,910 New
JCM
381
Jacobi Capital Management
Pennsylvania
$90.8K
EWM
382
Evercore Wealth Management
New York
$90.5K
MHR
383
Matthew Hamilton Rosenberg
$90.1K +$45.6K +7,000 +184%
BCV
384
Banque Cantonale Vaudoise
Switzerland
$88K +$9.78K +1,500 +17%
MSFS
385
Main Street Financial Solutions
Pennsylvania
$87.1K +$1.96K +300 +3%
AC
386
AXQ Capital
New Jersey
$86.7K -$27.4K -4,200 -29%
Chevy Chase Trust
387
Chevy Chase Trust
Maryland
$86.3K +$67.4K +10,346 New
CCFM
388
Clear Creek Financial Management
Washington
$85.1K
JSL
389
JT Stratford LLC
Georgia
$83.6K +$65.4K +10,025 New
AWM
390
Apollon Wealth Management
South Carolina
$83.6K -$12.8K -1,960 -16%
CA
391
Continuum Advisory
Idaho
$83.4K
CI
392
CX Institutional
Indiana
$83.4K
CCWM
393
Cassaday & Co Wealth Management
Virginia
$83.4K +$65.2K +10,000 New
CLOS
394
Compagnie Lombard Odier SCmA
Switzerland
$83.4K +$65.2K +10,000 New
ACA
395
Atlas Capital Advisors
Wyoming
$81.3K +$63.6K +9,750 New
GWMIA
396
Global Wealth Management Investment Advisory
Florida
$81.3K -$4.23K -649 -6%
Russell Investments Group
397
Russell Investments Group
United Kingdom
$74.4K +$1.18K +181 +2%
AIG
398
American International Group
New York
$68.2K +$437 +67 +0.8%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$64.5K -$46 -7 -0.1%
GT
400
Glenmede Trust
Pennsylvania
$61.4K