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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
626
Evergreen Capital Management
Washington
$179K -$606K -28,751 -72%
TPA
627
Trivium Point Advisory
Connecticut
$177K -$65.2K -3,095 -22%
EWM
628
Empirical Wealth Management
Washington
$176K +$44.8K +2,125 +24%
BWL
629
Bogart Wealth LLC
Virginia
$176K +$189K +8,983 +434%
Allspring Global Investments
630
Allspring Global Investments
North Carolina
$175K -$17K -808 -7%
Wellington Management Group
631
Wellington Management Group
Massachusetts
$175K +$27.7K +1,314 +14%
DI
632
Diligent Investors
California
$175K +$19.1K +907 +9%
AW
633
Avion Wealth
Texas
$175K +$17.3K +820 +8%
NG
634
Norden Group
Utah
$174K +$12.9K +611 +6%
GI
635
GAMMA Investing
California
$173K +$2.91K +138 +1%
HWM
636
Horizon Wealth Management
Illinois
$173K
MHR
637
Matthew Hamilton Rosenberg
$172K -$25.8K -1,226 -10%
BFPW
638
BOK Financial Private Wealth
Colorado
$171K +$738 +35 +0.3%
TCA
639
Transcend Capital Advisors
New Jersey
$169K -$7.08K -336 -3%
FFN
640
Focus Financial Network
Minnesota
$169K -$14.4K -682 -6%
MGIA
641
Moneta Group Investment Advisors
Missouri
$167K +$222K +10,546 New
PIA
642
Panoramic Investment Advisors
Colorado
$166K
LFG
643
Larson Financial Group
Missouri
$165K +$4.45K +211 +2%
ZIG
644
Zullo Investment Group
Pennsylvania
$164K +$12.9K +610 +6%
KFSC
645
Keystone Financial Services (Colorado)
Colorado
$162K +$4.87K +231 +2%
VA
646
VestGen Advisors
Illinois
$161K -$1.06M -50,320 -83%
CCC
647
Compass Capital Corp
Massachusetts
$161K
TCM
648
Traynor Capital Management
Pennsylvania
$161K -$297K -14,067 -57%
UAG
649
United Advisor Group
Ohio
$161K +$214K +10,136 New
Betterment LLC
650
Betterment LLC
New York
$160K +$212K +10,077 New