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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SEC
151
Seven Eight Capital
New York
$255K +$247K +13,325 New
UR
152
USCA RIA
Texas
$249K +$241K +13,000 New
WS
153
Wedbush Securities
California
$239K -$384K -20,700 -62%
WIC
154
Woodmont Investment Counsel
Tennessee
$233K +$39.9K +2,150 +22%
AF
155
Aldebaran Financial
$229K +$228K +12,300 New
CW
156
CreativeOne Wealth
Kansas
$222K +$215K +11,600 New
KAS
157
Kestra Advisory Services
Texas
$221K +$213K +11,515 New
Bank of New York Mellon
158
Bank of New York Mellon
New York
$220K +$213K +11,463 New
SFP
159
Sandbox Financial Partners
Maryland
$212K +$4.89K +264 +2%
WMSA
160
Weiss Multi-Strategy Advisers
New York
$211K +$204K +11,000 New
IFG
161
Independent Financial Group
California
$202K +$196K +10,563 New
S
162
SignatureFD
Georgia
$197K
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$193K +$106K +5,703 +132%
SAF
164
Smith Anglin Financial
Texas
$193K +$186K +10,046 New
PCM
165
Parsons Capital Management
Rhode Island
$192K
CHA
166
Cooper/Haims Advisors
New York
$192K +$185K +10,000 New
EA
167
Emerald Advisors
Washington
$192K +$185K +10,000 New
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K +$97.8K +5,275 +155%
EWM
169
Edge Wealth Management
New York
$106K
Asset Management One
170
Asset Management One
Japan
$83K +$80.6K +4,346 New
PGWM
171
Parisi Gray Wealth Management
New Jersey
$81K +$78.5K +4,233 New
CWC
172
Carolinas Wealth Consulting
North Carolina
$80K +$75.5K +4,075 +4,075%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$61K +$59.2K +3,193 New
APA
174
American Portfolios Advisors
New York
$53.7K
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$49K -$3.67K -198 -7%