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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Sowell Financial Services
Arkansas
$600K +$461K +21,890 +138%
PSC
402
Portman Square Capital
United Kingdom
$600K +$796K +37,753 New
Allianz Asset Management
403
Allianz Asset Management
Germany
$599K +$795K +37,717 New
EC
404
EntryPoint Capital
New York
$584K +$422K +20,007 +119%
EP
405
Edgestream Partners
New Jersey
$582K -$4.26M -202,100 -85%
SCM
406
Sterling Capital Management
North Carolina
$582K -$564K -26,743 -42%
AC
407
AlphaCore Capital
California
$577K +$530K +25,161 +225%
MIG
408
McGuire Investment Group
Rhode Island
$574K +$3.54K +168 +0.5%
NF
409
Nikulski Financial
Iowa
$573K +$472K +22,379 +164%
IAA
410
Independent Advisor Alliance
North Carolina
$572K -$117K -5,573 -13%
CMI
411
Clare Market Investments
Texas
$570K +$757K +35,905 New
CA
412
Capital Advantage
California
$564K +$75.4K +3,575 +11%
FFA
413
Florida Financial Advisors
Florida
$563K +$149K +7,066 +25%
Principal Financial Group
414
Principal Financial Group
Iowa
$562K +$71.8K +3,404 +11%
CA
415
COFG Advisors
Illinois
$560K +$13.5K +639 +2%
RIA
416
Rhodes Investment Advisors
Texas
$558K +$740K +35,108 New
NDSIB
417
North Dakota State Investment Board
North Dakota
$557K -$102K -4,830 -12%
MWM
418
Maridea Wealth Management
New York
$551K +$517K +24,509 +240%
VFG
419
Victory Financial Group
Texas
$551K +$75.7K +3,592 +12%
VFA
420
Valeo Financial Advisors
Indiana
$547K +$52.7K +2,500 +8%
PWM
421
Perigon Wealth Management
California
$544K -$60.8K -2,885 -8%
RWM
422
Ritholtz Wealth Management
New York
$536K -$100K -4,749 -12%
DT
423
Diversified Trust
Tennessee
$535K -$548 -26 -0.1%
ITG
424
Index Technologies Group
New York
$534K +$158K +7,503 +29%
MAS
425
Meeder Advisory Services
Ohio
$523K +$154K +7,316 +29%