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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
176
Xcel Wealth Management
Florida
$4.84M +$1.88M +110,773 +70%
PI
177
Parkside Investments
Illinois
$4.81M -$177K -10,470 -4%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$4.77M -$285K -16,845 -6%
Group One Trading
179
Group One Trading
Illinois
$4.68M -$16.9M -997,008 -79%
GIA
180
Gateway Investment Advisers
Ohio
$4.66M +$1.53M +90,050 +53%
SA
181
Sanctuary Advisors
Indiana
$4.58M +$269K +15,860 +7%
SAM
182
SEB Asset Management
$4.56M +$140K +8,287 +3%
SWCM
183
Sullivan Wood Capital Management
District of Columbia
$4.49M +$657K +38,750 +18%
TFA
184
Teamwork Financial Advisors
Texas
$4.47M +$622K +36,693 +17%
TD Asset Management
185
TD Asset Management
Ontario, Canada
$4.47M +$46.8K +2,765 +1%
CIG
186
Consolidated Investment Group
Colorado
$4.46M
SCS
187
Sound Capital Solutions
Florida
$4.45M +$4.2M +248,140 New
OC
188
Oppenheimer & Co
New York
$4.43M +$1.48M +87,403 +55%
OSNBOA
189
Old Second National Bank of Aurora
Illinois
$4.32M +$1.14M +67,421 +39%
Wealthfront Advisers
190
Wealthfront Advisers
California
$4.24M +$884K +52,189 +28%
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$4.22M +$1.09M +64,378 +38%
PAM
192
Pegasus Asset Management
New York
$4.11M +$279K +16,497 +8%
ACM
193
Alpha Capital Management
Texas
$4.04M -$795K -46,935 -17%
RA
194
RFG Advisory
Alabama
$4.03M +$493K +29,103 +15%
VanEck Associates
195
VanEck Associates
New York
$4.02M +$479K +28,277 +14%
KAS
196
Kestra Advisory Services
Texas
$3.94M +$105K +6,201 +3%
Truist Financial
197
Truist Financial
North Carolina
$3.92M +$2.39M +141,337 +183%
WANY
198
Wealthspire Advisors (New York)
New York
$3.91M +$3.7M +218,172 New
SPIA
199
Steward Partners Investment Advisory
New York
$3.79M +$3.03M +178,838 +550%
Ensign Peak Advisors
200
Ensign Peak Advisors
Utah
$3.64M -$548K -32,334 -14%