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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
126
Fred Alger Management
New York
$417K +$403K +21,761 New
CIBC World Market
127
CIBC World Market
Ontario, Canada
$412K +$35.3K +1,905 +10%
Man Group
128
Man Group
United Kingdom
$412K +$398K +21,486 New
CAN
129
Cetera Advisor Networks
California
$411K +$398K +21,445 New
ASN
130
Advisory Services Network
Georgia
$402K +$72.1K +3,889 +23%
SHWM
131
Silicon Hills Wealth Management
Texas
$379K
BRWA
132
B. Riley Wealth Advisors
Florida
$374K +$116K +6,237 +47%
SCA
133
Snowden Capital Advisors
New York
$355K +$343K +18,510 New
BOTOTLSJU
134
Board of Trustees of The Leland Stanford Junior University
California
$353K +$342K +18,426 New
LNC
135
Lincoln National Corp
Pennsylvania
$342K +$331K +17,847 New
VCM
136
Vivaldi Capital Management
Illinois
$328K +$405K +21,859 New
SWA
137
Stratos Wealth Advisors
Ohio
$317K +$306K +16,531 New
Stifel Financial
138
Stifel Financial
Missouri
$308K +$298K +16,064 New
KA
139
Kovack Advisors
Florida
$305K +$295K +15,931 New
EAM
140
Exos Asset Management
New York
$299K +$64.4K +3,471 +29%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$292K -$36.5K -1,968 -11%
SPIA
142
Steward Partners Investment Advisory
New York
$290K +$15.4K +828 +6%
QT
143
Quantbot Technologies
New York
$289K +$280K +15,104 New
VFA
144
Valeo Financial Advisors
Indiana
$284K +$128K +6,911 +87%
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$277K +$268K +14,470 New
OIA
146
OneDigital Investment Advisors
Kansas
$271K +$37.1K +2,000 +16%
OPS
147
Orion Portfolio Solutions
Nebraska
$271K +$37.1K +2,000 +16%
OPWM
148
Oxinas Partners Wealth Management
Indiana
$269K +$185 +10 +0.1%
IMC Chicago
149
IMC Chicago
Illinois
$262K +$253K +13,671 New
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$258K -$4.63K -250 -2%