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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
DS
601
DRW Securities
Illinois
$372K +$83.9K +3,012 +27%
DWM
602
Dynasty Wealth Management
Florida
$372K +$61.8K +2,217 +18%
GCM
603
Graham Capital Management
Connecticut
$364K -$4.06M -145,799 -91%
PFW
604
Petros Family Wealth
Minnesota
$360K +$383K +13,757 New
WFAG
605
Worth Financial Advisory Group
North Carolina
$359K +$5.02K +180 +1%
NF
606
Nikulski Financial
Iowa
$358K +$381K +13,681 New
PL
607
Perpetual Ltd
Australia
$356K +$379K +13,607 New
PSA
608
Plum Street Advisors
Louisiana
$355K
UCFA
609
United Capital Financial Advisors
Texas
$354K +$23.3K +836 +7%
CCM
610
Coldstream Capital Management
Washington
$353K +$45.3K +1,624 +14%
PA
611
Parallel Advisors
California
$349K +$111K +3,982 +43%
DJYG
612
David J. Yvars Group
Florida
$348K +$41.2K +1,480 +13%
PCIA
613
Prime Capital Investment Advisors
Kansas
$347K +$57K +2,044 +18%
USCWA
614
U.S. Capital Wealth Advisors
Texas
$345K +$55.7K +2,000 +18%
AFP
615
Ausdal Financial Partners
Iowa
$345K -$40.1K -1,440 -10%
YCG
616
Yeomans Consulting Group
Georgia
$345K -$130K -4,679 -26%
CMTU
617
Capital Markets Trading (UK)
United Kingdom
$344K -$1.65M -59,146 -82%
PWP
618
Pursue Wealth Partners
California
$341K +$363K +13,020 New
Envestnet Portfolio Solutions
619
Envestnet Portfolio Solutions
Illinois
$333K -$2.42K -87 -0.7%
Brown Advisory
620
Brown Advisory
Maryland
$333K -$6.3K -226 -2%
Allspring Global Investments
621
Allspring Global Investments
North Carolina
$331K +$87.5K +3,139 +35%
VWA
622
Visionary Wealth Advisors
Illinois
$329K -$2.09K -75 -0.6%
SW
623
SteelPeak Wealth
California
$324K -$316K -11,348 -48%
NW
624
NewEdge Wealth
Pennsylvania
$324K +$35.4K +1,269 +11%
PCM
625
Polymer Capital Management
New York
$323K -$1.01M -36,247 -75%