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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Park Avenue Securities
601
Park Avenue Securities
New York
$204K -$130K -6,144 -32%
Parallel Advisors
602
Parallel Advisors
California
$203K -$12.1K -574 -4%
MPG
603
My Portfolio Guide
California
$201K +$267K +12,673 New
Kingsview Wealth Management
604
Kingsview Wealth Management
Oregon
$200K +$34.3K +1,625 +15%
PineBridge Investments
605
PineBridge Investments
New York
$199K +$265K +12,553 New
MCA
606
Millennium Capital Advisors
Arkansas
$199K +$31.6K +1,500 +14%
Fifth Third Bancorp
607
Fifth Third Bancorp
Ohio
$197K +$196K +9,296 +297%
WF
608
WoodTrust Financial
Wisconsin
$197K +$261K +12,400 New
PG
609
Prostatis Group
Maryland
$197K +$2.63K +125 +1%
RFP
610
Root Financial Partners
California
$196K -$50.2K -2,380 -16%
AMG
611
Advisors Management Group
Wisconsin
$196K +$18.1K +860 +7%
KA
612
Kercheville Advisors
Texas
$195K -$4.17M -197,675 -94%
Metis Global Partners
613
Metis Global Partners
California
$195K – – –
Aberdeen Group
614
Aberdeen Group
United Kingdom
$193K +$72.6K +3,442 +39%
Phoenix Financial
615
Phoenix Financial
Israel
$192K +$255K +12,115 New
Glenmede Trust
616
Glenmede Trust
Pennsylvania
$191K +$1.69K +80 +0.7%
NC
617
nVerses Capital
Florida
$189K +$251K +11,931 New
Sagespring Wealth Partners
618
Sagespring Wealth Partners
Tennessee
$188K -$157K -7,448 -39%
SignatureFD
619
SignatureFD
Georgia
$188K -$3.04K -144 -1%
LSPW
620
Lake Street Private Wealth
Illinois
$186K +$70K +3,320 +40%
GFPC
621
Global Financial Private Client
Florida
$185K +$82.4K +3,907 +51%
APW
622
Axim Planning & Wealth
Ohio
$183K – – –
GJWM
623
Gilliland Jeter Wealth Management
Arkansas
$183K – – –
CI
624
Cigna Investments
Connecticut
$182K – – –
FCM
625
Fortis Capital Management
Washington
$181K +$2.85K +135 +1%