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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
401
Jacobi Capital Management
Pennsylvania
$108K
EWM
402
Evercore Wealth Management
New York
$108K
EP
403
Edgestream Partners
New Jersey
$108K +$85.9K +10,805 New
MHR
404
Matthew Hamilton Rosenberg
$107K
SCM
405
Steele Capital Management
Iowa
$107K +$85.4K +10,750 New
IWC
406
Integrated Wealth Concepts
Massachusetts
$106K -$2.46K -310 -3%
WCM
407
Washburn Capital Management
Florida
$104K +$83.5K +10,500 New
SB
408
Strategic Blueprint
Georgia
$103K +$938 +118 +1%
Daiwa Securities Group
409
Daiwa Securities Group
Japan
$103K +$82.4K +10,371 New
Chevy Chase Trust
410
Chevy Chase Trust
Maryland
$103K
WPC
411
Wedmont Private Capital
Pennsylvania
$103K +$11.2K +1,411 +13%
SAF
412
Smith Anglin Financial
Texas
$102K -$9.94K -1,250 -11%
WE
413
Wealth Effects
Massachusetts
$102K +$81.9K +10,300 New
GWM
414
Geneos Wealth Management
Colorado
$101K +$23.1K +2,900 +40%
QWM
415
Quadcap Wealth Management
Texas
$101K +$80.4K +10,116 New
BFS
416
Burr Financial Services
California
$99.9K +$110K +13,900 New
CA
417
Continuum Advisory
Idaho
$99.7K +$199 +25 +0.3%
CCWM
418
Cassaday & Co Wealth Management
Virginia
$99.5K
NWM
419
Northwest Wealth Management
Iowa
$99.5K
GWMIA
420
Global Wealth Management Investment Advisory
Florida
$98.6K -$4.51K -568 -5%
Russell Investments Group
421
Russell Investments Group
United Kingdom
$98.4K -$313K -39,361 -80%
TRCT
422
Tower Research Capital (TRC)
New York
$95.5K +$8.22K +1,034 +12%
BAMF
423
BI Asset Management Fondsmaeglerselskab
Denmark
$95K +$76.3K +9,594 New
TFM
424
TFC Financial Management
Massachusetts
$94.1K
NRG
425
Nemes Rush Group
Michigan
$88.5K -$5.6K -705 -7%