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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
576
Envestnet Portfolio Solutions
Illinois
$338K -$86.6K -3,650 -22%
MCM
577
M1 Capital Management
Michigan
$336K +$33.2K +1,400 +12%
UCFA
578
United Capital Financial Advisors
Texas
$335K +$40.3K +1,697 +15%
VWA
579
Visionary Wealth Advisors
Illinois
$334K +$3.99K +168 +1%
NW
580
NewEdge Wealth
Pennsylvania
$334K +$263K +11,093 New
GSIAS
581
Garden State Investment Advisory Services
New Jersey
$333K -$44.4K -1,869 -13%
FFWM
582
Future Financial Wealth Management
Ohio
$330K -$47.5K -2,000 -14%
MGP
583
Metis Global Partners
California
$329K +$295K +12,446 New
PWM
584
Palacios Wealth Management
Florida
$328K +$41K +1,729 +16%
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$327K -$4.34K -183 -1%
PG
586
Prostatis Group
Maryland
$324K
AAIS
587
ABN AMRO Investment Solutions
$324K +$291K +12,254 New
BEI
588
Benjamin Edwards Inc
Missouri
$321K -$42.2K -1,778 -13%
SCM
589
SCS Capital Management
Massachusetts
$319K -$107K -4,517 -27%
MHR
590
Matthew Hamilton Rosenberg
$318K
SWGC
591
Summit Wealth Group (Colorado)
Colorado
$318K +$90.8K +3,825 New
DWM
592
Dynasty Wealth Management
Florida
$317K +$285K +11,992 New
PWP
593
Prasad Wealth Partners
Ohio
$314K
CCM
594
Coldstream Capital Management
Washington
$313K +$281K +11,858 New
DJYG
595
David J. Yvars Group
Florida
$312K +$280K +11,820 New
KeyBank National Association
596
KeyBank National Association
Ohio
$309K +$277K +11,693 New
WWWM
597
White Wing Wealth Management
Texas
$304K +$37.3K +1,570 +15%
GJWM
598
Gilliland Jeter Wealth Management
Arkansas
$304K
AMG
599
Advisors Management Group
Wisconsin
$302K +$1.99K +84 +0.7%
TVM
600
True Vision MN
Minnesota
$301K +$271K +11,407 New