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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Procyon Advisors
Connecticut
$86.9K +$4.92K +620 +5%
CNWM
427
Clay Northam Wealth Management
California
$83.8K +$91.2K +11,478 New
KCM
428
KRS Capital Management
Michigan
$83.4K +$90.7K +11,420 New
JCM
429
Jacobi Capital Management
Pennsylvania
$83.1K +$3.97K +500 +5%
WPC
430
Wedmont Private Capital
Pennsylvania
$82.5K -$12.8K -1,616 -13%
KA
431
KLCM Advisors
Wisconsin
$80.3K -$107K -13,500 -55%
KNW
432
Kesler Norman & Wride
Utah
$80.3K +$87.4K +11,000 New
TPWA
433
Twin Peaks Wealth Advisors
California
$80.3K
PCIA
434
Prime Capital Investment Advisors
Kansas
$79.5K -$14.3K -1,795 -14%
Envestnet Portfolio Solutions
435
Envestnet Portfolio Solutions
Illinois
$79.5K +$86.5K +10,890 New
SG
436
StoneX Group
New York
$79.5K +$86.4K +10,884 New
EWM
437
Evercore Wealth Management
New York
$79.2K
SCM
438
Steele Capital Management
Iowa
$78.5K
GWM
439
Geneos Wealth Management
Colorado
$78.4K +$4.9K +617 +6%
QWM
440
Quadcap Wealth Management
Texas
$78K +$4.53K +570 +6%
WS
441
Wedbush Securities
California
$78K +$85K +10,700 New
MHR
442
Matthew Hamilton Rosenberg
$78K
MGIA
443
Moneta Group Investment Advisors
Missouri
$77.8K -$5.08K -640 -6%
SB
444
Strategic Blueprint
Georgia
$77.7K +$2.32K +292 +3%
MA
445
Modus Advisors
Minnesota
$77.5K +$84.3K +10,620 New
G
446
Gainplan
Michigan
$76.7K +$83.4K +10,502 New
QCM
447
Qsemble Capital Management
New York
$76.4K +$83.1K +10,460 New
SAF
448
Smith Anglin Financial
Texas
$75.2K
BW
449
Bison Wealth
Georgia
$74.8K +$81.4K +10,249 New
KIC
450
Kensington Investment Counsel
California
$74.3K +$80.8K +10,176 New