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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Clearstead Advisors
Ohio
$67.8K +$37.3K +4,240 +100%
AIG
402
American International Group
New York
$61.8K -$3.85K -438 -5%
NS
403
NBC Securities
Alabama
$61K +$67.9K +7,725 New
GFPC
404
Global Financial Private Client
Florida
$59.5K +$27.4K +3,113 +70%
GWM
405
Geneos Wealth Management
Colorado
$57.7K +$29K +3,300 +84%
SSB
406
Sandy Spring Bank
Maryland
$56.4K -$1.98K -225 -3%
GRP
407
Global Retirement Partners
California
$51.2K +$114 +13 +0.2%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$49.6K +$54.6K +6,205 New
Asset Management One
409
Asset Management One
Japan
$49.3K -$4.9K -557 -8%
AA
410
Ancora Advisors
Ohio
$45.3K
Lazard Asset Management
411
Lazard Asset Management
New York
$41K +$24.5K +2,785 +116%
PA
412
PSI Advisors
Florida
$40.6K +$3.52K +400 +9%
GWS
413
Glassman Wealth Services
Virginia
$40.3K +$4.49K +510 +11%
DekaBank Deutsche Girozentrale
414
DekaBank Deutsche Girozentrale
Germany
$40K +$45.4K +5,166 New
NC
415
NewSquare Capital
Pennsylvania
$40K -$8.79K -1,000 -17%
MCM
416
Manchester Capital Management
Vermont
$33.4K
AAP
417
Arax Advisory Partners
Colorado
$32.5K
AF
418
Allworth Financial
California
$32.2K +$273 +31 +0.8%
PA
419
Parallel Advisors
California
$29.3K +$5K +569 +18%
SAM
420
Storebrand Asset Management
Norway
$27.6K -$26.3K -2,995 -46%
Nomura Asset Management
421
Nomura Asset Management
Japan
$26.4K
BBHC
422
Brown Brothers Harriman & Co
New York
$25K
RFG
423
RFP Financial Group
Georgia
$24.3K
SIA
424
SkyView Investment Advisors
New Jersey
$24K -$152K -17,313 -85%
EWP
425
Elevation Wealth Partners
California
$24K