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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CLA
501
Carnegie Lake Advisors
New Jersey
$567K
OL
502
one8zero8 LLC
North Carolina
$564K
EWA
503
Emergent Wealth Advisors
New York
$559K -$136K -4,869 -19%
CWM
504
Calamos Wealth Management
Illinois
$559K +$1.09K +39 +0.2%
CA
505
CoreCap Advisors
Michigan
$557K +$75.4K +2,705 +15%
BEI
506
Benjamin Edwards Inc
Missouri
$549K +$246K +8,812 +72%
GCP
507
Guardian Capital (Pennsylvania)
Pennsylvania
$541K +$576K +20,660 New
BFG
508
Bleakley Financial Group
New Jersey
$541K +$56.4K +2,023 +11%
JWCA
509
J.W. Cole Advisors
Florida
$536K -$216K -7,752 -26%
Balyasny Asset Management
510
Balyasny Asset Management
Illinois
$535K +$570K +20,443 New
Nomura Holdings
511
Nomura Holdings
Japan
$534K -$23.5M -844,902 -98%
MFAM
512
Motley Fool Asset Management
Virginia
$533K +$24.2K +868 +4%
MFGM
513
Marshall Financial Group (Maryland)
Maryland
$530K -$31.5K -1,131 -5%
CA
514
Calton & Associates
Florida
$529K -$279 -10 -0%
KWA
515
Kingswood Wealth Advisors
California
$528K +$330K +11,848 +142%
BNA
516
BankChampaign National Association
Illinois
$522K +$556K +19,951 New
PWM
517
Prosperity Wealth Management
California
$521K +$22.4K +805 +4%
PP
518
Prudential plc
United Kingdom
$519K
DAS
519
Dynamic Advisor Solutions
Arizona
$513K +$131K +4,700 +32%
RMC
520
Ring Mountain Capital
California
$512K +$160K +5,741 +41%
RG
521
Rathbones Group
United Kingdom
$512K +$242K +8,675 +80%
CAU
522
Caxton Associates (UK)
$511K -$3.27M -117,281 -86%
TG
523
TCW Group
California
$511K +$544K +19,516 New
TWM
524
Thrive Wealth Management
Pennsylvania
$510K +$14.9K +535 +3%
SWP
525
Sagespring Wealth Partners
Tennessee
$505K +$60.8K +2,181 +13%