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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Crewe Advisors
Utah
$101K +$110K +13,834 New
JWCA
402
J.W. Cole Advisors
Florida
$101K +$5.56K +700 +5%
T
403
TrueFG
Texas
$101K +$6.75K +850 +7%
IAA
404
Independent Advisor Alliance
North Carolina
$99.4K -$63K -7,932 -37%
CD
405
Chapin Davis
Maryland
$98.7K +$2.38K +300 +2%
IIA
406
IPG Investment Advisors
California
$98.5K +$107K +13,500 New
BFS
407
Burr Financial Services
California
$98.1K
WFAG
408
Worth Financial Advisory Group
North Carolina
$97.9K +$1.19K +150 +1%
TCM
409
Teza Capital Management
Illinois
$97.9K -$393K -49,507 -79%
Chevy Chase Trust
410
Chevy Chase Trust
Maryland
$97.3K +$23.7K +2,989 +29%
KWM
411
Kingsview Wealth Management
Oregon
$97.1K +$106K +13,307 New
BP
412
Ballentine Partners
Massachusetts
$96K +$6.69K +842 +7%
MSFS
413
Main Street Financial Solutions
Pennsylvania
$93.7K +$1.78K +224 +2%
GFPC
414
Global Financial Private Client
Florida
$93.3K +$8.01K +1,008 +8%
NRD
415
Nebula Research & Development
New York
$92.6K -$201K -25,335 -67%
TFS
416
Thoroughbred Financial Services
Tennessee
$91K +$99.7K +12,550 New
EWA
417
EverSource Wealth Advisors
Alabama
$90.4K +$9.28K +1,168 +10%
BWP
418
Balboa Wealth Partners
Arizona
$89.6K -$10.7K -1,350 -10%
IAS
419
Insigneo Advisory Services
Florida
$89.4K -$8.02K -1,010 -8%
NP
420
NorthRock Partners
Minnesota
$89.4K +$97.3K +12,245 New
MFGM
421
Marshall Financial Group (Maryland)
Maryland
$89.2K +$97.1K +12,224 New
PG
422
Prostatis Group
Maryland
$89.1K
ODG
423
O'Dell Group
Ohio
$88.4K
TCA
424
Transcend Capital Advisors
New Jersey
$88K
CF
425
Cantor Fitzgerald
New York
$87.6K -$5.52K -695 -5%