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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
426
Fox Run Management
Connecticut
$89.4K -$125K -17,205 -60%
PTP
427
Platform Technology Partners
New York
$87.7K +$81.1K +11,155 New
KNW
428
Kesler Norman & Wride
Utah
$86.5K – – –
KA
429
KLCM Advisors
Wisconsin
$86.5K – – –
OHWP
430
Oak Harbor Wealth Partners
North Carolina
$86.5K +$7.27K +1,000 +10%
YCM
431
Yousif Capital Management
Michigan
$86K +$1.38K +190 +2%
JCM
432
Jacobi Capital Management
Pennsylvania
$85.6K – – –
MAS
433
Meeder Advisory Services
Ohio
$85.3K +$78.9K +10,852 New
GC
434
Guggenheim Capital
Illinois
$85.2K +$78.8K +10,843 New
MA
435
Modus Advisors
Minnesota
$84.5K -$4.54K -625 -5%
AMG
436
Advisors Management Group
Wisconsin
$84K – – –
WWM
437
Wolff Wiese Magana
California
$83.7K – – –
PIA
438
Panoramic Investment Advisors
Colorado
$83.7K +$77.4K +10,650 New
WHG
439
Westwood Holdings Group
Texas
$83.7K – – –
CI
440
Cigna Investments
Connecticut
$83K +$76.9K +10,578 New
BWP
441
Balboa Wealth Partners
Arizona
$82.1K +$76K +10,450 New
HH
442
Hilltop Holdings
Texas
$81.7K -$20.5K -2,825 -21%
WFPG
443
Waller Financial Planning Group
Ohio
$81.2K +$378 +52 +0.5%
Brown Advisory
444
Brown Advisory
Maryland
$80.6K -$130K -17,948 -64%
CAI
445
Capital Advisors Inc
Oklahoma
$80.6K -$13.4K -1,846 -15%
GWANC
446
Guardian Wealth Advisors (North Carolina)
North Carolina
$80.1K -$28.6K -3,931 -28%
EWA
447
EverSource Wealth Advisors
Alabama
$80K -$12.7K -1,754 -15%
HIC
448
Hartline Investment Corp
Illinois
$79.4K -$154K -21,139 -68%
SB
449
Strategic Blueprint
Georgia
$79.1K -$451 -62 -0.6%
AW
450
Avion Wealth
Texas
$79K +$72.7K +10,000 +13,699%