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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Avaii Wealth Management
Wisconsin
$206K +$185K +7,816 New
BCA
677
Bay Colony Advisors
Massachusetts
$205K +$184K +7,742 New
NRG
678
Nemes Rush Group
Michigan
$201K +$6.43K +271 +4%
NS
679
NBC Securities
Alabama
$196K -$5.93K -250 -3%
AF
680
Advisornet Financial
Minnesota
$190K +$973 +41 +0.6%
VWWMG
681
Vermillion & White Wealth Management Group
Pennsylvania
$190K +$4.67K +197 +3%
DZ Bank
682
DZ Bank
Germany
$190K +$170K +7,185 New
CI Investments Inc
683
CI Investments Inc
Ontario, Canada
$185K +$27.3K +1,151 +20%
MCM
684
MAI Capital Management
Ohio
$181K +$23.8K +1,003 +17%
WWM
685
Wolff Wiese Magana
California
$174K
CWM
686
Copia Wealth Management
Oregon
$161K +$12K +504 +9%
LS
687
Livforsakringsbolaget Skandia
Sweden
$158K +$142K +5,993 New
HCM
688
Hollencrest Capital Management
California
$151K +$135K +5,701 New
T
689
Tidemark
California
$147K +$15.6K +658 +13%
OAM
690
Ostrum Asset Management
France
$145K +$130K +5,485 New
TFA
691
Toth Financial Advisory
Virginia
$141K +$119K +5,000 +1,429%
DekaBank Deutsche Girozentrale
692
DekaBank Deutsche Girozentrale
Germany
$141K
GWM
693
Geneos Wealth Management
Colorado
$141K -$90.4K -3,811 -42%
SWA
694
SOA Wealth Advisors
New York
$136K
IRAG
695
Investment Research & Advisory Group
Georgia
$132K +$108K +4,563 +1,047%
EWA
696
EverSource Wealth Advisors
Alabama
$121K +$27.3K +1,149 +33%
TIM
697
Tortoise Investment Management
New York
$119K +$1.02K +43 +1%
EWM
698
Evolution Wealth Management
Florida
$112K +$101K +4,240 New
BONH
699
Bank of New Hampshire
New Hampshire
$111K
EP
700
Essential Partners
California
$107K +$475 +20 +0.5%