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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
401
CIBC World Market
Ontario, Canada
$693K +$409K +24,149 +166%
PFGIA
402
Patriot Financial Group Insurance Agency
Massachusetts
$689K -$473K -27,927 -42%
Twin Tree Management
403
Twin Tree Management
Texas
$680K +$642K +37,916 New
EWA
404
EverSource Wealth Advisors
Alabama
$678K +$567K +33,445 +762%
VFA
405
Valeo Financial Advisors
Indiana
$658K +$38K +2,240 +6%
RG
406
Rathbones Group
United Kingdom
$650K +$274K +16,150 +80%
NDSIB
407
North Dakota State Investment Board
North Dakota
$646K +$17.1K +1,008 +3%
OCBCO
408
Oversea-Chinese Banking Corp (OCBC)
Singapore
$639K -$71.5K -4,221 -11%
NF
409
Nikulski Financial
Iowa
$638K -$7.88K -465 -1%
SCM
410
Sterling Capital Management
North Carolina
$621K -$34.1K -2,010 -5%
BEI
411
Benjamin Edwards Inc
Missouri
$607K +$233K +13,758 +68%
CA
412
COFG Advisors
Illinois
$602K -$28.2K -1,662 -5%
VCM
413
Voleon Capital Management
California
$602K -$4.17M -246,298 -88%
WP
414
Wealthspan Partners
Iowa
$598K +$65.7K +3,880 +13%
IAA
415
Independent Advisor Alliance
North Carolina
$594K -$49.1K -2,899 -8%
FFA
416
Farther Finance Advisors
California
$585K +$98.6K +5,819 +22%
UB
417
UMB Bank
Missouri
$584K -$898 -53 -0.2%
MCA
418
MSH Capital Advisors
Arizona
$570K +$539K +31,794 New
1C
419
111 Capital
France
$568K +$244K +14,417 +84%
ECM
420
Everence Capital Management
Indiana
$564K -$127K -7,467 -19%
AWM
421
AE Wealth Management
Kansas
$556K +$97.1K +5,734 +23%
UM
422
UniSuper Management
Australia
$554K +$151K +8,910 +41%
WIA
423
World Investment Advisors
California
$554K -$131K -7,726 -18%
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$551K
CFO
425
Callan Family Office
Pennsylvania
$550K +$35.6K +2,099 +7%