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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
526
Jacobi Capital Management
Pennsylvania
$192K
SWP
527
Sagespring Wealth Partners
Tennessee
$189K +$137K +10,366 New
GVAG
528
Great Valley Advisor Group
Delaware
$188K -$66.1K -5,013 -33%
TCA
529
Transcend Capital Advisors
New Jersey
$188K +$1.71K +130 +1%
WWWM
530
White Wing Wealth Management
Texas
$187K +$135K +10,250 New
GFM
531
GF Fund Management
China
$187K -$415K -31,456 -75%
AW
532
Avion Wealth
Texas
$184K +$435 +33 +0.3%
OHWP
533
Oak Harbor Wealth Partners
North Carolina
$182K
C
534
Covestor
United Kingdom
$182K +$115K +8,743 +703%
QL
535
Quarry LP
New York
$179K -$62.9K -4,771 -33%
GWM
536
Geneos Wealth Management
Colorado
$166K -$193K -14,635 -62%
SC
537
SouthState Corp
Florida
$156K +$396 +30 +0.4%
GI
538
GAMMA Investing
California
$156K +$3.63K +275 +3%
BBA
539
Baader Bank Aktiengesellschaft
Germany
$152K +$178K +13,500 New
SS
540
Sunbelt Securities
Texas
$150K +$119K +9,000 +1,200%
AAP
541
Arax Advisory Partners
Colorado
$144K +$4.85K +368 +5%
NS
542
NBC Securities
Alabama
$139K
PTC
543
Private Trust Company
Ohio
$138K +$1.32K +100 +1%
Asset Management One
544
Asset Management One
Japan
$136K -$8.44K -640 -8%
NRG
545
Nemes Rush Group
Michigan
$134K -$7.25K -550 -7%
AF
546
Advisornet Financial
Minnesota
$130K +$22.5K +1,709 +31%
VWWMG
547
Vermillion & White Wealth Management Group
Pennsylvania
$127K
Acadian Asset Management
548
Acadian Asset Management
Massachusetts
$124K +$90.9K +6,892 New
WWM
549
Wolff Wiese Magana
California
$120K
Skandinaviska Enskilda Banken (SEB)
550
Skandinaviska Enskilda Banken (SEB)
Sweden
$120K +$63.7K +4,827 +277%