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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
551
Capstone Investment Advisors
New York
$286K -$7.27K -429 -3%
VWA
552
Visionary Wealth Advisors
Illinois
$285K +$27.6K +1,632 +11%
CSP
553
Cary Street Partners
Virginia
$283K +$6.78K +400 +3%
AC
554
Avestar Capital
New York
$282K -$1.88K -111 -0.7%
NWM
555
Northwest Wealth Management
Iowa
$282K -$1.37K -81 -0.5%
FMI
556
Frec Markets Inc
California
$279K +$264K +15,554 New
HWM
557
HB Wealth Management
Georgia
$279K +$13.4K +793 +5%
FA
558
Fermata Advisors
California
$277K +$12.2K +719 +5%
IG
559
IFS Group
Pennsylvania
$275K +$6.01K +355 +2%
RWM
560
Ritholtz Wealth Management
New York
$271K -$316K -18,640 -55%
NFSG
561
Newbridge Financial Services Group
Florida
$270K -$508 -30 -0.2%
FA
562
Fortis Advisors
Pennsylvania
$269K
CAM
563
Concorde Asset Management
Michigan
$267K -$30.5K -1,800 -11%
PCA
564
Pallas Capital Advisors
Massachusetts
$266K -$174K -10,258 -41%
NAS
565
NWF Advisory Services
California
$266K +$251K +14,825 New
RWA
566
Redhawk Wealth Advisors
Minnesota
$266K +$5.08K +300 +2%
PA
567
Procyon Advisors
Connecticut
$264K +$22.3K +1,315 +10%
TWP
568
Tempus Wealth Planning
California
$263K +$249K +14,694 New
BP
569
Ballentine Partners
Massachusetts
$262K +$10.2K +601 +4%
Betterment LLC
570
Betterment LLC
New York
$261K +$75.9K +4,479 +44%
FWP
571
FAS Wealth Partners
Kansas
$261K +$3.13K +185 +1%
CIAS
572
Capital Investment Advisory Services
North Carolina
$260K +$246K +14,524 New
PAS
573
PKS Advisory Services
New York
$260K +$16.5K +975 +7%
TPA
574
Trivium Point Advisory
Connecticut
$259K +$55.9K +3,300 +30%
OAM
575
Ostrum Asset Management
France
$258K