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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Sequoia Financial Advisors
426
Sequoia Financial Advisors
Ohio
$181K +$224K +15,544 New
UWM
427
USAdvisors Wealth Management
Minnesota
$180K +$223K +15,500 New
HH
428
Hilltop Holdings
Texas
$180K +$18.9K +1,312 +9%
Great Valley Advisor Group
429
Great Valley Advisor Group
Delaware
$179K -$116K -8,026 -34%
HGA
430
Hobbs Group Advisors
South Carolina
$178K -$485K -33,661 -69%
Rathbones Group
431
Rathbones Group
United Kingdom
$176K +$219K +15,167 New
GSIAS
432
Garden State Investment Advisory Services
New Jersey
$176K +$19.2K +1,330 +10%
FW
433
FullCircle Wealth
Texas
$176K -$8.65K -600 -4%
TAM
434
Tucker Asset Management
Colorado
$175K +$11.1K +769 +5%
Gotham Asset Management
435
Gotham Asset Management
New York
$174K – – –
Dynamic Advisor Solutions
436
Dynamic Advisor Solutions
Arizona
$174K +$216K +14,959 New
FWP
437
FAS Wealth Partners
Kansas
$172K -$14.4K -1,000 -6%
NorthRock Partners
438
NorthRock Partners
Minnesota
$172K +$213K +14,773 New
APW
439
Axim Planning & Wealth
Ohio
$170K -$67.2K -4,662 -24%
Ballentine Partners
440
Ballentine Partners
Massachusetts
$170K +$21.6K +1,497 +11%
QL
441
Quarry LP
New York
$170K +$166K +11,530 +372%
AC
442
Avestar Capital
New York
$170K – – –
GLA
443
Good Life Advisors
Pennsylvania
$169K -$135K -9,402 -39%
SAF
444
Smith Anglin Financial
Texas
$168K -$721 -50 -0.3%
Cassaday & Co Wealth Management
445
Cassaday & Co Wealth Management
Virginia
$167K -$79.3K -5,500 -28%
Procyon Advisors
446
Procyon Advisors
Connecticut
$167K +$12.1K +842 +6%
Park Avenue Securities
447
Park Avenue Securities
New York
$164K +$1.82K +126 +0.9%
KCFA
448
Key Client Fiduciary Advisors
New Jersey
$164K +$20.8K +1,445 +11%
CoreCap Advisors
449
CoreCap Advisors
Michigan
$162K -$42.6K -2,957 -18%
BRWA
450
B. Riley Wealth Advisors
Florida
$162K +$5.33K +370 +3%