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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SB
626
Strategic Blueprint
Georgia
$202K +$190K +11,241 New
MWM
627
Meridian Wealth Management
Kentucky
$199K -$100K -5,924 -35%
TCA
628
Transcend Capital Advisors
New Jersey
$199K +$8K +472 +4%
AWM
629
Avior Wealth Management
Nebraska
$199K -$82.8K -4,888 -31%
BWL
630
Bogart Wealth LLC
Virginia
$199K +$542 +32 +0.3%
AW
631
Avion Wealth
Texas
$198K +$457 +27 +0.2%
EPP
632
ETF Portfolio Partners
Kansas
$197K +$16.9K +1,000 +10%
SAM
633
Seelaus Asset Management
New Jersey
$197K +$186K +10,981 New
SWP
634
Sagespring Wealth Partners
Tennessee
$196K -$15.7K -925 -8%
HWM
635
Horizon Wealth Management
Illinois
$195K – – –
MHR
636
Matthew Hamilton Rosenberg
$195K +$1.27K +75 +0.7%
ZIM
637
Zacks Investment Management
Illinois
$195K -$5.44M -321,271 -97%
LWM
638
Lodestone Wealth Management
Washington
$194K +$85.6K +5,053 +87%
AA
639
ALPS Advisors
Colorado
$194K +$183K +10,806 New
BFPW
640
BOK Financial Private Wealth
Colorado
$193K – – –
AMG
641
Advisors Management Group
Wisconsin
$193K -$26.6K -1,571 -13%
Fidelity International
642
Fidelity International
Bermuda
$192K +$34.1K +2,012 +23%
TS
643
Tamar Securities
California
$192K +$181K +10,698 New
BRWA
644
B. Riley Wealth Advisors
Florida
$192K -$146K -8,636 -45%
FFWM
645
Future Financial Wealth Management
Ohio
$191K – – –
Allspring Global Investments
646
Allspring Global Investments
North Carolina
$190K -$15.8K -934 -8%
CPIG
647
Chicago Partners Investment Group
Illinois
$190K +$10.7K +629 +6%
FMLI
648
Fukoku Mutual Life Insurance
Japan
$188K +$178K +10,511 New
EI
649
Ethic Inc
New York
$188K +$178K +10,510 New
HIIFS
650
Harel Insurance Investments & Financial Services
Israel
$188K +$56K +3,307 +46%