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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
651
Betterment LLC
New York
$160K +$212K +10,077 New
AIFS
652
A&I Financial Services
Colorado
$159K – – –
EPP
653
ETF Portfolio Partners
Kansas
$159K +$211K +10,000 New
ASC
654
Ares Systematic Credit
$154K -$180K -8,528 -46%
AWF
655
Alpha Wealth Funds
Utah
$152K +$211K +10,000 New
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$147K +$7.17K +340 +4%
Cassaday & Co Wealth Management
657
Cassaday & Co Wealth Management
Virginia
$144K -$6.54K -310 -3%
AF
658
Advisornet Financial
Minnesota
$142K +$35.9K +1,702 +24%
AWM
659
Abound Wealth Management
Tennessee
$141K +$165K +7,833 +739%
Quadrant Capital Group
660
Quadrant Capital Group
Ohio
$139K +$23.1K +1,096 +14%
Fidelity International
661
Fidelity International
Bermuda
$138K +$183K +8,689 New
RDWM
662
Red Door Wealth Management
Tennessee
$136K +$180K +8,550 New
SouthState Corp
663
SouthState Corp
Florida
$134K -$211 -10 -0.1%
TFA
664
Toth Financial Advisory
Virginia
$133K +$46.4K +2,200 +36%
SFG
665
Strive Financial Group
Indiana
$127K -$16.6K -787 -9%
NRG
666
Nemes Rush Group
Michigan
$122K +$1.39K +66 +0.9%
NS
667
NBC Securities
Alabama
$120K – – –
GAA
668
Global Assets Advisory
Florida
$118K +$157K +7,425 New
KAS
669
Kemnay Advisory Services
New York
$116K +$17.9K +851 +13%
Harel Insurance Investments & Financial Services
670
Harel Insurance Investments & Financial Services
Israel
$114K +$153K +7,266 New
Geneos Wealth Management
671
Geneos Wealth Management
Colorado
$111K +$35.2K +1,669 +31%
WWM
672
Wolff Wiese Magana
California
$105K – – –
LA
673
LM Advisors
California
$105K -$31.4K -1,490 -47%
VC
674
Vestor Capital
Illinois
$104K +$116K +5,526 +549%
UOTTAIMCU
675
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$97.6K +$130K +6,145 New