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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
576
Capital Investment Advisory Services
North Carolina
$260K +$246K +14,524 New
PAS
577
PKS Advisory Services
New York
$260K +$16.5K +975 +7%
TPA
578
Trivium Point Advisory
Connecticut
$259K +$55.9K +3,300 +30%
OAM
579
Ostrum Asset Management
France
$258K – – –
AFAS
580
Acorn Financial Advisory Services
Virginia
$257K -$1.86K -110 -0.8%
Robeco Institutional Asset Management
581
Robeco Institutional Asset Management
Netherlands
$256K -$28.3K -1,672 -10%
MGIA
582
Moneta Group Investment Advisors
Missouri
$256K +$62.9K +3,710 +35%
KCFA
583
Key Client Fiduciary Advisors
New Jersey
$255K +$8.69K +513 +4%
GI
584
GAMMA Investing
California
$255K +$55.6K +3,280 +30%
PA
585
Parallel Advisors
California
$252K +$21.8K +1,285 +10%
AC
586
Armistice Capital
New York
$250K +$236K +13,954 New
CA
587
Clearstead Advisors
Ohio
$249K +$180K +10,614 +327%
RMC
588
Ring Mountain Capital
California
$248K -$26K -1,532 -10%
MA
589
Mutual Advisors
Nebraska
$248K -$813K -47,973 -78%
PWMA
590
Pension & Wealth Management Advisors
Massachusetts
$244K +$2.08K +123 +0.9%
PSA
591
Plum Street Advisors
Louisiana
$243K – – –
WWWM
592
White Wing Wealth Management
Texas
$241K +$8.2K +484 +4%
PFA
593
Pure Financial Advisors
California
$241K +$35K +2,066 +18%
FCM
594
Fieldview Capital Management
Michigan
$237K -$258K -15,206 -54%
PWM
595
Palacios Wealth Management
Florida
$236K -$16.6K -982 -7%
AFP
596
Ausdal Financial Partners
Iowa
$235K +$1.47K +87 +0.7%
FVCM
597
F&V Capital Management
Florida
$233K – – –
APW
598
Axim Planning & Wealth
Ohio
$231K +$23K +1,359 +12%
NG
599
Norden Group
Utah
$230K +$31.6K +1,866 +17%
GT
600
Glenmede Trust
Pennsylvania
$230K +$13.4K +793 +7%