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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
601
Wellington Management Group
Massachusetts
$224K +$24.7K +1,455 +13%
DIM
602
Delta Investment Management
California
$224K +$211K +12,469 New
MOACM
603
Mutual of America Capital Management
New York
$224K +$211K +12,469 New
WF
604
WoodTrust Financial
Wisconsin
$222K
KA
605
Kercheville Advisors
Texas
$220K
WFAG
606
Worth Financial Advisory Group
North Carolina
$220K +$208K +12,275 New
GAA
607
Global Assets Advisory
Florida
$218K +$72.9K +4,300 +58%
Brown Advisory
608
Brown Advisory
Maryland
$218K +$206K +12,163 New
CI
609
Cigna Investments
Connecticut
$218K +$12.4K +731 +6%
CCFM
610
Clear Creek Financial Management
Washington
$218K +$206K +12,155 New
PF
611
Phoenix Financial
Israel
$217K
WS
612
Wedbush Securities
California
$216K +$204K +12,045 New
Principal Financial Group
613
Principal Financial Group
Iowa
$216K -$396K -23,344 -66%
DWM
614
Dynasty Wealth Management
Florida
$212K -$64K -3,775 -24%
RFP
615
Root Financial Partners
California
$209K -$12.1K -713 -6%
GJWM
616
Gilliland Jeter Wealth Management
Arkansas
$206K
QIM
617
Quantitative Investment Management
Virginia
$206K -$12.7M -748,710 -98%
FCM
618
Fortis Capital Management
Washington
$205K +$762 +45 +0.4%
FSBI
619
Fearless Solutions (Best Invest)
Texas
$205K +$193K +11,410 New
MCM
620
M1 Capital Management
Michigan
$203K -$93.2K -5,500 -33%
SB
621
Strategic Blueprint
Georgia
$202K +$190K +11,241 New
MWM
622
Meridian Wealth Management
Kentucky
$199K -$100K -5,924 -35%
TCA
623
Transcend Capital Advisors
New Jersey
$199K +$8K +472 +4%
AWM
624
Avior Wealth Management
Nebraska
$199K -$82.8K -4,888 -31%
BWL
625
Bogart Wealth LLC
Virginia
$199K +$542 +32 +0.3%