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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
YDMI
151
Y.D. More Investments
Israel
$702K -$12.1K -2,000 -2%
NA
152
NewEdge Advisors
Louisiana
$696K +$510K +84,124 +276%
WWM
153
Wolff Wiese Magana
California
$687K -$7.4K -1,221 -1%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$666K +$185K +30,448 +38%
IAIM
155
International Assets Investment Management
Florida
$665K -$93K -15,330 -12%
PFO
156
Pathstone Family Office
New Jersey
$656K -$555K -91,480 -45%
HF
157
HRT Financial
New York
$654K +$654K +107,888 New
BCM
158
Bluefin Capital Management
New York
$636K -$2.19M -361,595 Closed
PAM
159
Pegasus Asset Management
New York
$635K +$6.73K +1,110 +1%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$634K +$329K +54,200 +108%
First Trust Advisors
161
First Trust Advisors
Illinois
$620K -$777K -128,081 -56%
PFS
162
Prospera Financial Services
Texas
$616K +$149K +24,513 +32%
IP
163
Interval Partners
New York
$608K +$607K +100,088 New
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$590K -$12.2K -2,008 -2%
KA
165
Kovack Advisors
Florida
$578K +$69K +11,383 +14%
WDL
166
Well Done LLC
Michigan
$572K +$494K +81,446 +641%
MC
167
Matisse Capital
Oregon
$568K -$23K -3,800 -4%
KIG
168
Kennedy Investment Group
New Jersey
$549K – – –
PIA
169
Perennial Investment Advisors
California
$536K +$327K +53,984 +157%
Wellington Management Group
170
Wellington Management Group
Massachusetts
$518K +$517K +85,299 New
Victory Capital Management
171
Victory Capital Management
Texas
$518K +$28.2K +4,653 +6%
KWM
172
Kingsview Wealth Management
Oregon
$489K +$489K +80,618 New
Principal Financial Group
173
Principal Financial Group
Iowa
$486K +$18.2K +3,007 +4%
MMA
174
Miracle Mile Advisors
California
$476K – – –
Holocene Advisors
175
Holocene Advisors
New York
$474K +$474K +78,125 New