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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
Cigna Investments
Connecticut
$299K +$11.6K +416 +4%
RE
652
Rydar Equities
Texas
$299K -$4.18K -150 -1%
KeyBank National Association
653
KeyBank National Association
Ohio
$298K -$8.22K -295 -3%
LAM
654
L2 Asset Management
Massachusetts
$297K +$316K +11,329 New
FFN
655
Focus Financial Network
Minnesota
$296K +$67.2K +2,411 +27%
FCM
656
Fortis Capital Management
Washington
$295K +$52.4K +1,879 +20%
AC
657
AlphaCore Capital
California
$293K +$312K +11,196 New
CF
658
Centaurus Financial
California
$292K -$211K -7,565 -40%
IAS
659
Insigneo Advisory Services
Florida
$292K +$28.3K +1,017 +10%
IF
660
Intrua Financial
Texas
$290K +$83.7K +3,005 +37%
IAIM
661
International Assets Investment Management
Florida
$290K +$308K +11,062 New
MCA
662
Millennium Capital Advisors
Arkansas
$289K +$13.9K +500 +5%
OCA
663
OpenArc Corporate Advisory
Georgia
$288K +$307K +11,002 New
MIH
664
Meitav Investment House
Israel
$288K +$307K +11,000 New
KWM
665
Kingsview Wealth Management
Oregon
$288K +$75.8K +2,720 +33%
TCA
666
Transcend Capital Advisors
New Jersey
$287K -$110K -3,933 -26%
HWM
667
Horizon Wealth Management
Illinois
$285K
GI
668
GAMMA Investing
California
$282K +$34K +1,220 +13%
SCM
669
Steele Capital Management
Iowa
$281K
BFPW
670
BOK Financial Private Wealth
Colorado
$281K +$299K +10,730 New
JCM
671
Jacobi Capital Management
Pennsylvania
$277K
PGWM
672
Parisi Gray Wealth Management
New Jersey
$276K +$294K +10,545 New
MSFS
673
Main Street Financial Solutions
Pennsylvania
$275K -$25.1K -900 -8%
PPWP
674
Premier Path Wealth Partners
New Jersey
$274K +$292K +10,464 New
PIA
675
Panoramic Investment Advisors
Colorado
$274K