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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PA
601
Parallel Advisors
California
$203K -$12.1K -574 -4%
MPG
602
My Portfolio Guide
California
$201K +$267K +12,673 New
KWM
603
Kingsview Wealth Management
Oregon
$200K +$34.3K +1,625 +15%
PI
604
PineBridge Investments
New York
$199K +$265K +12,553 New
MCA
605
Millennium Capital Advisors
Arkansas
$199K +$31.6K +1,500 +14%
Fifth Third Bancorp
606
Fifth Third Bancorp
Ohio
$197K +$196K +9,296 +297%
WF
607
WoodTrust Financial
Wisconsin
$197K +$261K +12,400 New
PG
608
Prostatis Group
Maryland
$197K +$2.63K +125 +1%
RFP
609
Root Financial Partners
California
$196K -$50.2K -2,380 -16%
AMG
610
Advisors Management Group
Wisconsin
$196K +$18.1K +860 +7%
KA
611
Kercheville Advisors
Texas
$195K -$4.17M -197,675 -94%
MGP
612
Metis Global Partners
California
$195K
Aberdeen Group
613
Aberdeen Group
United Kingdom
$193K +$72.6K +3,442 +39%
PF
614
Phoenix Financial
Israel
$192K +$255K +12,115 New
GT
615
Glenmede Trust
Pennsylvania
$191K +$1.69K +80 +0.7%
NC
616
nVerses Capital
Florida
$189K +$251K +11,931 New
SWP
617
Sagespring Wealth Partners
Tennessee
$188K -$157K -7,448 -39%
S
618
SignatureFD
Georgia
$188K -$3.04K -144 -1%
LSPW
619
Lake Street Private Wealth
Illinois
$186K +$70K +3,320 +40%
GFPC
620
Global Financial Private Client
Florida
$185K +$82.4K +3,907 +51%
APW
621
Axim Planning & Wealth
Ohio
$183K
GJWM
622
Gilliland Jeter Wealth Management
Arkansas
$183K
CI
623
Cigna Investments
Connecticut
$182K
FCM
624
Fortis Capital Management
Washington
$181K +$2.85K +135 +1%
PFA
625
Pure Financial Advisors
California
$180K -$13.9K -660 -5%