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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
151
Newbridge Financial Services Group
Florida
$564K +$204K +13,025 +58%
PI
152
Parkside Investments
Illinois
$555K +$549K +35,000 New
LNC
153
Lincoln National Corp
Pennsylvania
$551K +$264K +16,875 +95%
Vanguard Personalized Indexing Management
154
Vanguard Personalized Indexing Management
California
$513K +$506K +32,303 New
NA
155
NewEdge Advisors
Louisiana
$509K -$20.5K -1,310 -4%
CC
156
Cypress Capital
Tennessee
$505K +$466K +29,722 +1,409%
GIA
157
Gladstone Institutional Advisory
Florida
$504K +$497K +31,711 New
CC
158
Centiva Capital
New York
$503K +$497K +31,680 New
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$498K +$281K +17,928 +133%
OIA
160
OneDigital Investment Advisors
Kansas
$487K +$259K +16,503 +117%
LMGAM
161
Liberty Mutual Group Asset Management
Massachusetts
$474K -$869K -55,429 -65%
DC
162
Davenport & Co
Virginia
$472K +$63K +4,020 +16%
ACM
163
Alpha Capital Management
Texas
$433K -$103K -6,570 -19%
BWM
164
Bulltick Wealth Management
Florida
$431K +$425K +27,147 New
SC
165
Shay Capital
New York
$429K +$408K +26,013 +2,601%
AFAS
166
Acorn Financial Advisory Services
Virginia
$421K +$416K +26,528 New
GC
167
Garde Capital
Washington
$397K -$100K -6,406 -20%
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$391K +$386K +24,596 New
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$385K +$141K +9,000 +59%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$382K +$377K +24,081 New
BIM
171
Bridgecreek Investment Management
Oklahoma
$373K +$368K +23,500 New
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$373K +$369K +23,518 New
ASN
173
Advisory Services Network
Georgia
$365K +$32.4K +2,067 +10%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$354K +$12.5K +800 +4%
IFG
175
Independent Financial Group
California
$352K +$182K +11,624 +110%