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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
101
Atria Wealth Solutions
New York
$1.14M -$33.5K -6,759 -3%
OC
102
Oppenheimer & Co
New York
$1.12M +$215K +43,257 +22%
BC
103
Belmont Capital
California
$1.12M – – –
First Trust Advisors
104
First Trust Advisors
Illinois
$1.06M +$1.07M +216,632 +1,602%
Man Group
105
Man Group
United Kingdom
$1.06M +$1.14M +230,104 New
Stifel Financial
106
Stifel Financial
Missouri
$1.04M +$49.3K +9,945 +5%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$1.03M -$607K -122,443 -35%
SL
108
Savior LLC
Massachusetts
$1.03M +$1.06M +213,505 +2,342%
AFAS
109
Acorn Financial Advisory Services
Virginia
$998K -$125K -25,124 -10%
OCM
110
Once Capital Management
New York
$964K – – –
ACM
111
Alpha Capital Management
Texas
$951K -$64 -13 -0%
JGC
112
J. Goldman & Co
New York
$947K -$9.45M -1,904,632 -90%
PFO
113
Pathstone Family Office
New Jersey
$934K +$34.3K +6,917 +4%
BC
114
Brookfield Corp
Ontario, Canada
$932K +$1M +202,266 New
ASN
115
Advisory Services Network
Georgia
$922K -$19.4K -3,910 -2%
OAMG
116
Odey Asset Management Group
United Kingdom
$922K +$992K +200,000 New
BWFA
117
Baltimore-Washington Financial Advisors
Maryland
$916K -$23.8K -4,799 -2%
PCM
118
Pointe Capital Management
Michigan
$852K – – –
TSS
119
Two Sigma Securities
New York
$850K +$256K +51,566 +39%
JIC
120
Joel Isaacson & Co
New York
$847K – – –
SW
121
SVB Wealth
Massachusetts
$826K +$244K +49,232 +38%
ASGS
122
Alpha Square Group S
New York
$819K -$218K -44,000 -20%
CAN
123
Cetera Advisor Networks
California
$813K +$83.8K +16,897 +11%
JF
124
Jump Financial
Illinois
$799K +$771K +155,470 +866%
American Century Companies
125
American Century Companies
Missouri
$790K +$533K +107,411 +168%