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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
601
L2 Asset Management
Massachusetts
$230K -$82.9K -4,892 -28%
PAS
602
Park Avenue Securities
New York
$228K -$1.75K -103 -0.8%
CB
603
Commerce Bank
Missouri
$225K -$34.8K -2,053 -14%
MCA
604
Millennium Capital Advisors
Arkansas
$225K – – –
TAM
605
Tucker Asset Management
Colorado
$225K -$56K -3,305 -21%
Wellington Management Group
606
Wellington Management Group
Massachusetts
$224K +$24.7K +1,455 +13%
DIM
607
Delta Investment Management
California
$224K +$211K +12,469 New
MOACM
608
Mutual of America Capital Management
New York
$224K +$211K +12,469 New
WF
609
WoodTrust Financial
Wisconsin
$222K – – –
KA
610
Kercheville Advisors
Texas
$220K – – –
WFAG
611
Worth Financial Advisory Group
North Carolina
$220K +$208K +12,275 New
GAA
612
Global Assets Advisory
Florida
$218K +$72.9K +4,300 +58%
Brown Advisory
613
Brown Advisory
Maryland
$218K +$206K +12,163 New
CI
614
Cigna Investments
Connecticut
$218K +$12.4K +731 +6%
CCFM
615
Clear Creek Financial Management
Washington
$218K +$206K +12,155 New
PF
616
Phoenix Financial
Israel
$217K – – –
WS
617
Wedbush Securities
California
$216K +$204K +12,045 New
Principal Financial Group
618
Principal Financial Group
Iowa
$216K -$396K -23,344 -66%
DWM
619
Dynasty Wealth Management
Florida
$212K -$64K -3,775 -24%
RFP
620
Root Financial Partners
California
$209K -$12.1K -713 -6%
GJWM
621
Gilliland Jeter Wealth Management
Arkansas
$206K – – –
QIM
622
Quantitative Investment Management
Virginia
$206K -$12.7M -748,710 -98%
FCM
623
Fortis Capital Management
Washington
$205K +$762 +45 +0.4%
FSBI
624
Fearless Solutions (Best Invest)
Texas
$205K +$193K +11,410 New
MCM
625
M1 Capital Management
Michigan
$203K -$93.2K -5,500 -33%