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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CGIM
426
Cannon Global Investment Management
Florida
$323K -$162K -12,254 -41%
AWM
427
Adams Wealth Management
Utah
$322K
CI
428
CacheTech Inc
Utah
$322K
MFAM
429
Motley Fool Asset Management
Virginia
$322K -$7.49K -568 -3%
DAS
430
Dynamic Advisor Solutions
Arizona
$319K +$34.1K +2,586 +17%
LSA
431
Leonteq Securities AG
Switzerland
$319K -$6.59K -500 -3%
NFSG
432
Newbridge Financial Services Group
Florida
$318K -$60.4K -4,583 -21%
CAI
433
Capital Advisors Inc
Oklahoma
$317K +$53.3K +4,041 +30%
NP
434
NorthRock Partners
Minnesota
$316K +$34.3K +2,601 +18%
TCM
435
Traynor Capital Management
Pennsylvania
$316K -$18.1K -1,369 -7%
GFPC
436
Global Financial Private Client
Florida
$315K +$46.2K +3,507 +25%
TAM
437
Tucker Asset Management
Colorado
$313K +$28K +2,121 +14%
BFM
438
Boothbay Fund Management
New York
$312K -$169K -12,796 -43%
S
439
SignatureFD
Georgia
$312K -$56.9K -4,317 -20%
NAS
440
NWF Advisory Services
California
$307K -$16.3K -1,236 -7%
B
441
Bensler
Washington
$307K
PFGIA
442
Patriot Financial Group Insurance Agency
Massachusetts
$306K +$221K +16,782 New
PWM
443
Prosperity Wealth Management
California
$306K +$73.3K +5,555 +49%
BFG
444
Bleakley Financial Group
New Jersey
$304K +$220K +16,709 New
FGP
445
Freestone Grove Partners
California
$304K -$111K -8,410 -33%
CNWM
446
Clay Northam Wealth Management
California
$303K
BRWA
447
B. Riley Wealth Advisors
Florida
$303K +$219K +16,631 New
SCM
448
SCS Capital Management
Massachusetts
$302K
Envestnet Portfolio Solutions
449
Envestnet Portfolio Solutions
Illinois
$300K -$17.3K -1,310 -7%
AFG
450
Albion Financial Group
Utah
$299K