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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FI
176
Finivi Inc
Massachusetts
$971K +$1.13M +61,439 New
AMC
177
Asset Management Corp
Illinois
$966K +$110K +6,000 +11%
VVP
178
Venture Visionary Partners
Ohio
$965K +$358K +19,515 +47%
BRWM
179
B. Riley Wealth Management
Tennessee
$953K -$841K -45,818 -43%
ACM
180
AlphaStar Capital Management
North Carolina
$950K +$395K +21,524 +53%
SLWA
181
San Luis Wealth Advisors
California
$949K -$918 -50 -0.1%
II
182
IFM Investors
Australia
$937K +$1.09M +59,243 New
Vanguard Personalized Indexing Management
183
Vanguard Personalized Indexing Management
California
$903K +$456K +24,832 +77%
TCWM
184
Total Clarity Wealth Management
Illinois
$893K +$985K +53,690 +1,918%
KAS
185
Kestra Advisory Services
Texas
$879K +$772K +42,075 +312%
ProShare Advisors
186
ProShare Advisors
Maryland
$878K +$1.02M +55,507 New
NAM
187
Nissay Asset Management
Japan
$877K +$1.02M +55,448 New
CIG
188
Consolidated Investment Group
Colorado
$877K +$1.02M +55,500 New
LNC
189
Lincoln National Corp
Pennsylvania
$871K +$374K +20,392 +59%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$870K
Brown Advisory
191
Brown Advisory
Maryland
$860K -$365K -19,872 -27%
DAM
192
Doheny Asset Management
California
$856K +$994K +54,159 New
DnB Asset Management
193
DnB Asset Management
Norway
$845K +$981K +53,428 New
BRWA
194
B. Riley Wealth Advisors
Florida
$839K -$69.1K -3,765 -7%
Janus Henderson Group
195
Janus Henderson Group
$839K +$975K +53,111 New
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
$835K +$970K +52,844 New
FWP
197
Firethorn Wealth Partners
Georgia
$828K +$962K +52,388 New
CIBC World Market
198
CIBC World Market
Ontario, Canada
$827K +$551K +30,006 +135%
AR
199
Advisory Research
Illinois
$788K +$914K +49,819 New
APA
200
American Portfolios Advisors
New York
$785K +$211K +11,523 +30%