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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
NG
676
Norden Group
Utah
$271K +$37.4K +1,342 +15%
Natixis Advisors
677
Natixis Advisors
Massachusetts
$270K +$287K +10,309 New
AAP
678
Arax Advisory Partners
Colorado
$269K -$11.1K -399 -4%
AW
679
Avion Wealth
Texas
$268K +$474 +17 +0.2%
MWM
680
Maridea Wealth Management
New York
$267K +$284K +10,207 New
LFG
681
Larson Financial Group
Missouri
$267K -$28.2K -1,013 -9%
DI
682
Diligent Investors
California
$265K +$51.6K +1,850 +22%
TWM
683
Trueblood Wealth Management
Ohio
$264K +$2.51K +90 +0.9%
AIFS
684
A&I Financial Services
Colorado
$262K +$279K +10,000 New
HC
685
Hourglass Capital
Texas
$262K +$279K +10,000 New
HWM
686
HB Wealth Management
Georgia
$262K +$31.3K +1,125 +13%
KFSC
687
Keystone Financial Services (Colorado)
Colorado
$260K -$85.5K -3,070 -24%
TRCT
688
Tower Research Capital (TRC)
New York
$256K -$442K -15,853 -62%
Wellington Management Group
689
Wellington Management Group
Massachusetts
$255K -$213K -7,661 -44%
ZIG
690
Zullo Investment Group
Pennsylvania
$254K +$19.9K +714 +8%
EWA
691
EP Wealth Advisors
California
$254K +$270K +9,707 New
MFS
692
Mirabella Financial Services
United Kingdom
$250K +$266K +9,534 New
DZ Bank
693
DZ Bank
Germany
$249K +$65.2K +2,340 +33%
FRA
694
Frank Rimerman Advisors
California
$248K +$4.15K +149 +2%
CCWM
695
Cassaday & Co Wealth Management
Virginia
$246K
RWA
696
Rooted Wealth Advisors
Illinois
$241K +$31.5K +1,132 +11%
BCM
697
Bayesian Capital Management
New York
$236K +$251K +9,000 New
BI
698
Bramshill Investments
Florida
$236K +$251K +9,000 New
EWM
699
Empirical Wealth Management
Washington
$235K +$250K +8,970 New
PWM
700
Palacios Wealth Management
Florida
$234K -$96.7K -3,472 -28%