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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$809K +$148K +5,301 +21%
9C
452
9823 Capital
Texas
$786K +$837K +30,022 New
EOJOAM
453
E. Ohman J:or Asset Management
Sweden
$777K +$827K +29,677 New
Macquarie Group
454
Macquarie Group
Australia
$772K -$5.14M -184,466 -86%
RIA
455
Realta Investment Advisors
Delaware
$767K +$816K +29,292 New
LOAMS
456
Lombard Odier Asset Management (Switzerland)
Switzerland
$762K +$86.4K +3,100 +12%
CAM
457
Concorde Asset Management
Michigan
$755K +$95.9K +3,440 +14%
AF
458
Avanza Fonder
Sweden
$748K +$797K +28,586 New
MFA
459
Mayflower Financial Advisors
Massachusetts
$747K +$7.27K +261 +0.9%
WPC
460
Wedmont Private Capital
Pennsylvania
$744K +$96.3K +3,457 +14%
Thrivent Financial for Lutherans
461
Thrivent Financial for Lutherans
Minnesota
$742K +$790K +28,341 New
FFA
462
Florida Financial Advisors
Florida
$742K +$791K +28,369 New
FFM
463
Forum Financial Management
Illinois
$742K -$427K -15,306 -35%
FFG
464
Floyd Financial Group
Missouri
$741K +$1.09M +38,982 New
RIA
465
RPG Investment Advisory
California
$740K -$16.7K -600 -2%
KIG
466
Kennedy Investment Group
New Jersey
$733K -$66.9K -2,400 -8%
SP
467
Sherman Porfolios
Idaho
$731K +$385K +13,822 +98%
MIM
468
MetLife Investment Management
New Jersey
$729K +$45.3K +1,624 +6%
PVI
469
Pine Valley Investments
New Jersey
$727K +$2.51K +90 +0.3%
Comerica Bank
470
Comerica Bank
Texas
$712K +$160K +5,734 +27%
WAM
471
Weiss Asset Management
Massachusetts
$702K -$11.3M -406,034 -94%
MOS
472
MGO One Seven
Ohio
$698K +$7.75K +278 +1%
ACS
473
Archford Capital Strategies
Illinois
$691K -$139K -5,000 -16%
IA
474
Integrity Alliance
Iowa
$684K -$30.5K -1,093 -4%
ITG
475
Index Technologies Group
New York
$684K +$728K +26,120 New