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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
WPG Advisers
Maryland
$16.3K +$462 +35 +4%
CWM
627
CarsonAllaria Wealth Management
Illinois
$15.8K
AWM
628
Abound Wealth Management
Tennessee
$15.7K +$9.69K +735 +588%
BCM
629
Blume Capital Management
California
$15.5K +$11.2K +850 New
AssetMark Inc
630
AssetMark Inc
California
$15.4K +$8.57K +650 +332%
Bank Julius Baer & Co
631
Bank Julius Baer & Co
Switzerland
$14.6K +$26 +2 +0.3%
AF
632
Aviso Financial
Ontario, Canada
$14.6K
GBT
633
Grove Bank & Trust
Florida
$14.5K -$8.88K -673 -46%
FP
634
Financial Perspectives
Minnesota
$14.1K +$8.57K +650 +520%
FFO
635
Fortitude Family Office
Arizona
$13.5K +$8.33K +632 +564%
SA
636
Scarborough Advisors
Maryland
$13.3K +$9.61K +729 New
RWM
637
Rialto Wealth Management
New York
$13K +$8.91K +676 +1,827%
GWP
638
Gen-Wealth Partners
Michigan
$12.4K +$1.07K +81 +14%
CPG
639
Cornerstone Planning Group
New Jersey
$12.3K +$949 +72 +14%
ECM
640
Estabrook Capital Management
New York
$11.5K
NL
641
NVWM LLC
Pennsylvania
$10.9K
FS
642
Financially Speaking
Colorado
$10.9K +$7.91K +600 New
CSPIA
643
Cary Street Partners Investment Advisory
Virginia
$10.9K +$171 +13 +2%
NCM
644
Northwest Capital Management
Oregon
$10.7K
CLOS
645
Compagnie Lombard Odier SCmA
Switzerland
$9.72K +$7.04K +534 New
BL
646
BFSG LLC
California
$9.11K
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$9.11K
NSIM
648
North Star Investment Management
Illinois
$9.11K
VCM
649
Versant Capital Management
Arizona
$8.85K +$2.37K +180 +59%
JWA
650
JFS Wealth Advisors
Pennsylvania
$8.67K -$2.9K -220 -32%