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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
Solidarity Wealth
Utah
$480K +$327K +48,437 +176%
MIC
152
Means Investment Company
Maine
$478K +$204K +30,222 +50%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$467K -$142K -21,032 -19%
AF
154
Aldebaran Financial
$455K -$39.5K -5,843 -6%
PFM
155
Parsec Financial Management
North Carolina
$452K -$164K -24,200 -22%
AWA
156
Alta Wealth Advisors
Massachusetts
$451K +$570K +84,399 New
ACM
157
Alpha Capital Management
Texas
$448K +$184K +27,247 +47%
Principal Financial Group
158
Principal Financial Group
Iowa
$434K +$471K +69,677 +547%
N
159
Natixis
France
$425K -$333K -49,309 -39%
SAM
160
Stansberry Asset Management
Texas
$422K -$260K -38,417 -32%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$403K
PFO
162
PMC FIG Opportunities
Israel
$395K +$507K +75,000 New
MKA
163
M. Kulyk & Associates
Georgia
$395K
Balyasny Asset Management
164
Balyasny Asset Management
Illinois
$388K -$1.96M -290,200 -80%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$380K +$487K +72,108 New
HAG
166
HighPoint Advisor Group
Illinois
$369K +$423K +62,535 New
AWE
167
Avidian Wealth Enterprises
Texas
$368K +$472K +69,856 New
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$367K +$95.5K +14,125 +25%
Vanguard Personalized Indexing Management
169
Vanguard Personalized Indexing Management
California
$364K +$110K +16,215 +31%
KAS
170
Kestra Advisory Services
Texas
$361K -$56.9K -8,425 -11%
SWM
171
Spire Wealth Management
Virginia
$361K +$463K +68,554 New
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$359K +$83.2K +12,312 +22%
AWM
173
AE Wealth Management
Kansas
$352K +$452K +66,814 New
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$348K +$423K +62,639 New
SLWA
175
San Luis Wealth Advisors
California
$338K +$27.6K +4,087 +7%