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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
576
Erste Asset Management
Austria
$62.1K +$45K +3,410 New
EDRH
577
Edmond de Rothschild Holding
Switzerland
$61.4K
LWMI
578
Legacy Wealth Management (Idaho)
Idaho
$60.5K +$1.05K +80 +2%
LIS
579
Legacy Investment Solutions
Idaho
$60.5K +$43.8K +3,324 New
GM
580
GeoWealth Management
Illinois
$60.4K +$382 +29 +0.9%
CFB
581
Cullen/Frost Bankers
Texas
$59.3K -$21.2K -1,608 -33%
WIM
582
Westside Investment Management
California
$58.7K -$3.3K -250 -7%
MA
583
MCF Advisors
Kentucky
$55.9K
Nomura Asset Management
584
Nomura Asset Management
Japan
$52.8K
GC
585
Garde Capital
Washington
$48.3K
TPCW
586
TD Private Client Wealth
New York
$46.7K +$20.5K +1,553 +154%
AIC
587
Archer Investment Corporation
Indiana
$45.5K
CB
588
CNB Bank
Pennsylvania
$45.5K
IWP
589
IAG Wealth Partners
Wisconsin
$44.8K -$844 -64 -3%
HBW
590
Hazlett, Burt & Watson
West Virginia
$42K
FHA
591
First Horizon Advisors
Tennessee
$39.8K -$2.8K -212 -9%
SWP
592
Strategic Wealth Partners
Ohio
$39.6K +$28.7K +2,175 New
LFG
593
Larson Financial Group
Missouri
$36.8K -$9.13K -692 -25%
BC
594
Barrett & Company
Rhode Island
$36.4K
PWA
595
Provenance Wealth Advisors
Florida
$36.4K
CNBT
596
Cornerstone National Bank & Trust
Illinois
$36.4K +$26.4K +2,000 New
GEA
597
Glen Eagle Advisors
New Jersey
$35.3K +$6.5K +493 +34%
WCM
598
Winthrop Capital Management
Indiana
$34K
WT
599
Whittier Trust
California
$31.9K
SAM
600
Smartleaf Asset Management
Massachusetts
$31.3K -$6.16K -467 -20%