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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
NP
476
NorthRock Partners
Minnesota
$364K -$307K -14,549 -39%
WPC
477
Wedmont Private Capital
Pennsylvania
$364K -$115K -5,478 -20%
KWA
478
Kingswood Wealth Advisors
California
$362K +$56.1K +2,663 +13%
KeyBank National Association
479
KeyBank National Association
Ohio
$356K +$232K +11,012 +97%
HCA
480
Harbor Capital Advisors
Illinois
$353K +$469K +22,236 New
GVAG
481
Great Valley Advisor Group
Delaware
$352K +$153K +7,244 +48%
VI
482
Vestcor Inc
New Brunswick, Canada
$351K
FFS
483
Founders Financial Securities
Maryland
$349K -$7K -332 -2%
UM
484
UniSuper Management
Australia
$349K
BIG
485
Brooklyn Investment Group
New York
$349K +$463K +21,953 New
SWASL
486
Spartan Wealth Advisory Services LLC
Michigan
$348K +$462K +21,935 New
EAM
487
Eventide Asset Management
Massachusetts
$347K +$31.7K +1,504 +7%
DAS
488
Dynamic Advisor Solutions
Arizona
$341K +$40.2K +1,906 +10%
SC
489
Savant Capital
Illinois
$341K +$83.7K +3,973 +23%
CF
490
Claris Financial
Virginia
$340K +$292K +13,863 +169%
OL
491
one8zero8 LLC
North Carolina
$339K -$4.22K -200 -0.9%
CWM
492
Calamos Wealth Management
Illinois
$339K
Calamos Advisors
493
Calamos Advisors
Illinois
$339K +$450K +21,339 New
TWM
494
Thrive Wealth Management
Pennsylvania
$338K +$38.3K +1,818 +9%
SH
495
SLT Holdings
Arizona
$336K -$235K -11,150 -35%
JCM
496
Jacobi Capital Management
Pennsylvania
$335K +$221K +10,500 +99%
CAM
497
Cozad Asset Management
Illinois
$334K +$444K +21,057 New
MOS
498
MGO One Seven
Ohio
$334K -$119K -5,647 -21%
GS
499
GTS Securities
Florida
$332K +$440K +20,880 New
MAG
500
Mayfair Advisory Group
Alabama
$331K +$86.2K +4,090 +24%