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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SG
501
StoneX Group
New York
$223K +$165K +12,538 New
KA
502
KLCM Advisors
Wisconsin
$222K +$15.8K +1,200 +11%
MHR
503
Matthew Hamilton Rosenberg
$219K
AA
504
Ancora Advisors
Ohio
$218K +$148K +11,250 +1,607%
PWP
505
Prasad Wealth Partners
Ohio
$216K +$791 +60 +0.5%
Federated Hermes
506
Federated Hermes
Pennsylvania
$214K +$155K +11,751 New
YCM
507
Yousif Capital Management
Michigan
$211K -$20K -1,515 -12%
GJWM
508
Gilliland Jeter Wealth Management
Arkansas
$209K
VAS
509
Vestmark Advisory Solutions
Massachusetts
$209K +$152K +11,492 New
AMG
510
Advisors Management Group
Wisconsin
$207K +$2.35K +178 +2%
GC
511
Guggenheim Capital
Illinois
$207K -$13.3K -1,009 -8%
DT
512
Diversified Trust
Tennessee
$206K +$5.14K +390 +4%
MCM
513
M1 Capital Management
Michigan
$206K -$1.32K -100 -0.9%
KF
514
Krilogy Financial
Missouri
$206K +$149K +11,297 New
SFA
515
Sequoia Financial Advisors
Ohio
$204K -$57.6K -4,367 -28%
Comerica Bank
516
Comerica Bank
Texas
$203K -$26.9K -2,038 -15%
Lido Advisors
517
Lido Advisors
California
$203K +$147K +11,125 New
KFP
518
KMG Fiduciary Partners
Ohio
$202K +$146K +11,094 New
PAS
519
PKS Advisory Services
New York
$200K +$145K +11,000 New
UCFA
520
United Capital Financial Advisors
Texas
$200K +$12.5K +945 +9%
HWM
521
Horizon Wealth Management
Illinois
$198K -$1.05K -80 -0.7%
FFA
522
Farther Finance Advisors
California
$196K +$84.7K +6,423 +148%
PWM
523
Palacios Wealth Management
Florida
$195K +$141K +10,700 New
PIA
524
Panoramic Investment Advisors
Colorado
$194K
CI
525
Cigna Investments
Connecticut
$193K