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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
$207K -$71.8K -4,984 -22%
SH
402
SLT Holdings
Arizona
$206K +$51.2K +3,550 +25%
AWM
403
Adams Wealth Management
Utah
$201K +$250K +17,333 New
CI
404
CacheTech Inc
Utah
$201K +$250K +17,333 New
VCP
405
Verus Capital Partners
Arizona
$200K -$31.6K -2,190 -11%
CIBC World Market
406
CIBC World Market
Ontario, Canada
$199K -$2.1K -146 -0.8%
HSBC Holdings
407
HSBC Holdings
United Kingdom
$197K +$59.1K +4,100 +32%
B
408
Bensler
Washington
$196K -$4.18K -290 -2%
SB
409
SIG Brokerage
New York
$195K +$242K +16,798 New
CFG
410
Cooper Financial Group
California
$195K +$5.32K +369 +2%
CNWM
411
Clay Northam Wealth Management
California
$194K +$19.2K +1,329 +9%
SCM
412
SCS Capital Management
Massachusetts
$193K +$239K +16,601 New
AFG
413
Albion Financial Group
Utah
$191K
MOS
414
MGO One Seven
Ohio
$190K -$1.24M -85,837 -84%
T
415
TrueFG
Texas
$190K
RWA
416
Redhawk Wealth Advisors
Minnesota
$188K
Credit Agricole
417
Credit Agricole
France
$188K +$233K +16,188 New
IWN
418
Independent Wealth Network
Iowa
$187K -$81.4K -5,648 -26%
IA
419
Integrity Alliance
Iowa
$187K +$232K +16,109 New
CL
420
Choreo LLC
Illinois
$187K -$54.6K -3,789 -19%
PVI
421
Pine Valley Investments
New Jersey
$186K -$85.5K -5,936 -27%
USCWA
422
U.S. Capital Wealth Advisors
Texas
$185K +$49.5K +3,437 +28%
SLAM
423
Swiss Life Asset Management
$185K +$17.7K +1,228 +8%
NWM
424
Northwest Wealth Management
Iowa
$185K +$4.34K +301 +2%
MAG
425
Mayfair Advisory Group
Alabama
$182K +$44K +3,050 +24%