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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
401
Catalyst Funds Management
Australia
$282K +$238K +18,300 New
BAM
402
Belpointe Asset Management
Nevada
$280K -$2.25K -173 -0.5%
AIM
403
Aigen Investment Management
New York
$278K +$235K +18,076 New
P
404
&Partners
Tennessee
$278K +$6.96K +536 +3%
BWP
405
Balboa Wealth Partners
Arizona
$277K +$98K +7,547 +72%
KFSN
406
Keystone Financial Services (Nebraska)
Nebraska
$275K +$232K +17,856 New
CA
407
Calton & Associates
Florida
$275K -$293K -22,590 -56%
PRS
408
Pinkerton Retirement Specialists
Idaho
$274K +$231K +17,786 New
MCM
409
Moore Capital Management
New York
$270K +$228K +17,530 New
FIA
410
Foundations Investment Advisors
Arizona
$269K +$662 +51 +0.3%
CAS
411
CTC Alternative Strategies
Illinois
$265K +$224K +17,212 New
CIBC World Market
412
CIBC World Market
Ontario, Canada
$265K +$224K +17,220 New
IAA
413
Independent Advisor Alliance
North Carolina
$265K -$6.92K -533 -3%
KPWS
414
Kestra Private Wealth Services
Texas
$265K -$84.4K -6,500 -27%
B
415
Bensler
Washington
$264K -$559 -43 -0.3%
DWM
416
Diversify Wealth Management
Utah
$264K -$256K -19,699 -51%
TSS
417
Two Sigma Securities
New York
$262K -$864K -66,541 -80%
CA
418
CoreCap Advisors
Michigan
$260K +$113K +8,677 +106%
WPC
419
Wedmont Private Capital
Pennsylvania
$259K +$45.3K +3,486 +24%
NDSI
420
Newman Dignan & Sheerar Inc
Rhode Island
$258K -$20.8K -1,600 -9%
MAS
421
Meeder Advisory Services
Ohio
$255K +$74K +5,697 +52%
RIA
422
Regal Investment Advisors
Michigan
$255K +$215K +16,548 New
MS
423
Maven Securities
Jersey
$254K +$214K +16,500 New
AFG
424
Albion Financial Group
Utah
$253K
CFG
425
Cooper Financial Group
California
$253K +$18.7K +1,443 +10%