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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
501
Nomura Asset Management
Japan
$25.9K
WIM
502
Westside Investment Management
California
$25.8K
PFG
503
Prosperity Financial Group
California
$25.2K +$23.3K +3,200 New
FHA
504
First Horizon Advisors
Tennessee
$23.7K -$6.58K -906 -23%
BONH
505
Bank of New Hampshire
New Hampshire
$23.6K
CJL
506
Cyrus J. Lawrence
New York
$22K
BWP
507
Baldwin Wealth Partners
Massachusetts
$21.3K
LIS
508
Legacy Investment Solutions
Idaho
$20.3K +$10.9K +1,500 New
LWMI
509
Legacy Wealth Management (Idaho)
Idaho
$20.3K +$10.9K +1,500 New
Kovitz Investment Group Partners
510
Kovitz Investment Group Partners
Illinois
$20K +$354K +48,681 New
AWM
511
Avior Wealth Management
Nebraska
$19.9K +$16.6K +2,287 +957%
FFA
512
Farther Finance Advisors
California
$19.7K +$2.69K +370 +17%
AIC
513
Archer Investment Corporation
Indiana
$19.6K
SIS
514
Sound Income Strategies
Florida
$19.6K
Allspring Global Investments
515
Allspring Global Investments
North Carolina
$16.7K -$16.1K -2,211 -51%
EC
516
Elequin Capital
New York
$16.5K +$15.2K +2,095 New
BC
517
Barrett & Company
Rhode Island
$15.7K
PWA
518
Provenance Wealth Advisors
Florida
$15.7K
QCG
519
Quadrant Capital Group
Ohio
$15.1K -$509 -70 -4%
TPCW
520
TD Private Client Wealth
New York
$14.2K +$13.1K +1,808 New
WT
521
Whittier Trust
California
$13.8K +$12.7K +1,750 New
BBPWM
522
Blue Bell Private Wealth Management
Pennsylvania
$13.5K
CAL
523
Capital Advisors Ltd
Ohio
$13K +$15 +2 +0.1%
WWP
524
WR Wealth Planners
Missouri
$12.2K +$11.3K +1,554 New
GJIA
525
Glass Jacobson Investment Advisors
Maryland
$11.8K