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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
476
Verdence Capital Advisors
Maryland
$136K +$168K +11,665 New
TPA
477
Trivium Point Advisory
Connecticut
$136K +$18.1K +1,255 +12%
GJWM
478
Gilliland Jeter Wealth Management
Arkansas
$134K – – –
SageView Advisory Group
479
SageView Advisory Group
California
$134K -$20.2K -1,401 -11%
Geneos Wealth Management
480
Geneos Wealth Management
Colorado
$133K -$1.96K -136 -1%
MCM
481
M1 Capital Management
Michigan
$133K +$164K +11,400 New
Principal Securities
482
Principal Securities
Iowa
$132K – – –
CCC
483
Compass Capital Corp
Massachusetts
$131K +$18.2K +1,260 +13%
PWM
484
Prosperity Wealth Management
California
$131K -$142K -9,825 -47%
Franklin Resources
485
Franklin Resources
California
$130K +$161K +11,200 New
AMG
486
Advisors Management Group
Wisconsin
$130K -$1.44K -100 -0.9%
CF
487
Centaurus Financial
California
$130K -$634 -44 -0.4%
Caxton Associates (UK)
488
Caxton Associates (UK)
$129K +$160K +11,132 New
CreativeOne Wealth
489
CreativeOne Wealth
Kansas
$128K -$16.9K -1,170 -10%
KA
490
KLCM Advisors
Wisconsin
$128K – – –
Palisade Capital Management
491
Palisade Capital Management
New Jersey
$128K +$159K +11,000 New
HWM
492
Horizon Wealth Management
Illinois
$128K +$158K +10,980 New
Diversified Trust
493
Diversified Trust
Tennessee
$127K +$158K +10,938 New
VWA
494
Visionary Wealth Advisors
Illinois
$126K -$620 -43 -0.4%
Coldstream Capital Management
495
Coldstream Capital Management
Washington
$125K -$56.7K -3,934 -27%
PMWMG
496
Parr McKnight Wealth Management Group
Minnesota
$124K +$2.88K +200 +2%
PIA
497
Panoramic Investment Advisors
Colorado
$124K – – –
Westwood Holdings Group
498
Westwood Holdings Group
Texas
$124K – – –
GWMIA
499
Global Wealth Management Investment Advisory
Florida
$123K +$153K +10,612 New
CI
500
Cigna Investments
Connecticut
$123K – – –