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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
VI
376
Versor Investments
New York
$255K +$316K +21,900 New
National Bank of Canada
377
National Bank of Canada
Quebec, Canada
$254K -$113K -7,825 -26%
Foundations Investment Advisors
378
Foundations Investment Advisors
Arizona
$252K +$60.9K +4,225 +24%
CLA
379
Carnegie Lake Advisors
New Jersey
$252K +$8.65K +600 +3%
MAM
380
Meeder Asset Management
Ohio
$252K +$7.44K +516 +2%
WP
381
Wealthspan Partners
Iowa
$251K +$26.7K +1,850 +9%
SignatureFD
382
SignatureFD
Georgia
$250K +$18K +1,246 +6%
Diversify Wealth Management
383
Diversify Wealth Management
Utah
$247K +$14 +1 +0%
CAM
384
Concorde Asset Management
Michigan
$242K -$26.8K -1,860 -8%
MFGM
385
Marshall Financial Group (Maryland)
Maryland
$242K +$10.3K +716 +4%
MAS
386
Meeder Advisory Services
Ohio
$233K +$50.8K +3,525 +21%
Belpointe Asset Management
387
Belpointe Asset Management
Nevada
$224K -$227K -15,726 -45%
MCM
388
Mainstay Capital Management
Michigan
$224K +$7.29K +506 +3%
TCM
389
Traynor Capital Management
Pennsylvania
$224K -$144K -9,987 -34%
Wedmont Private Capital
390
Wedmont Private Capital
Pennsylvania
$221K +$33.1K +2,299 +13%
EWA
391
Evolution Wealth Advisors
Florida
$220K +$53.1K +3,685 +24%
NDSI
392
Newman Dignan & Sheerar Inc
Rhode Island
$219K +$30.2K +2,095 +12%
PCM
393
Pointe Capital Management
Michigan
$215K – – –
Merit Financial Group
394
Merit Financial Group
Georgia
$213K -$186K -12,887 -41%
MFAM
395
Motley Fool Asset Management
Virginia
$212K +$263K +18,235 New
AE Wealth Management
396
AE Wealth Management
Kansas
$211K +$44.7K +3,105 +21%
NAS
397
NWF Advisory Services
California
$211K +$261K +18,100 New
GAA
398
Global Assets Advisory
Florida
$210K +$279K +19,355 New
Leonteq Securities AG
399
Leonteq Securities AG
Switzerland
$209K -$41.8K -2,900 -14%
Envestnet Portfolio Solutions
400
Envestnet Portfolio Solutions
Illinois
$207K -$71.8K -4,984 -22%