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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
376
Raymond James Trust
Florida
$95.2K +$102K +14,405 New
VWA
377
Visionary Wealth Advisors
Illinois
$94.2K +$1.85K +262 +2%
BP
378
Ballentine Partners
Massachusetts
$93.3K +$6.82K +967 +7%
GWANC
379
Guardian Wealth Advisors (North Carolina)
North Carolina
$93.3K +$99.6K +14,119 New
CA
380
Crewe Advisors
Utah
$92.8K +$1.41K +200 +1%
CCB
381
Cutter & Co Brokerage
Missouri
$92.5K +$98.7K +14,000 New
JWCA
382
J.W. Cole Advisors
Florida
$92.2K +$832 +118 +0.9%
GFPC
383
Global Financial Private Client
Florida
$92.1K +$7.08K +1,004 +8%
TWC
384
TD Waterhouse Canada
Ontario, Canada
$91.4K +$12K +1,696 +14%
DT
385
Diversified Trust
Tennessee
$91.2K -$81.3K -11,529 -46%
EWA
386
EverSource Wealth Advisors
Alabama
$90K -$9.85K -1,397 -10%
WFAG
387
Worth Financial Advisory Group
North Carolina
$88.6K
ODG
388
O'Dell Group
Ohio
$88.4K
AF
389
Allworth Financial
California
$87.8K +$20.6K +2,927 +33%
HH
390
Hilltop Holdings
Texas
$87.4K -$363K -51,450 -80%
RWMG
391
Redwood Wealth Management Group
New Jersey
$86.4K +$92.1K +13,066 New
MSFS
392
Main Street Financial Solutions
Pennsylvania
$85.7K +$924 +131 +1%
EC
393
EntryPoint Capital
New York
$85.5K -$112K -15,866 -55%
QL
394
Quarry LP
New York
$83.9K +$89.5K +12,694 New
BSW
395
Buckingham Strategic Wealth
Missouri
$82.2K -$30.5K -4,319 -26%
TCM
396
Teza Capital Management
Illinois
$82K -$7.03K -997 -7%
CHA
397
Cooper/Haims Advisors
New York
$81.1K -$11.3K -1,600 -12%
CIAS
398
Capital Investment Advisory Services
North Carolina
$81K +$86.4K +12,255 New
PG
399
Prostatis Group
Maryland
$80.6K
Envestnet Portfolio Solutions
400
Envestnet Portfolio Solutions
Illinois
$80.3K +$8.88K +1,259 +12%