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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CIG
176
Consolidated Investment Group
Colorado
$332K – – –
MSRPS
177
Maryland State Retirement & Pension System
Maryland
$322K +$413K +61,186 New
BRWA
178
B. Riley Wealth Advisors
Florida
$320K -$19K -2,806 -4%
IAIM
179
International Assets Investment Management
Florida
$318K +$80.8K +11,950 +25%
MHS
180
M Holdings Securities
Oregon
$310K -$83.1K -12,300 -17%
VFA
181
Valeo Financial Advisors
Indiana
$301K +$3.16K +467 +0.8%
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$295K -$2.35M -347,157 -86%
CW
183
CreativeOne Wealth
Kansas
$290K +$252K +37,229 +209%
BWM
184
Bulltick Wealth Management
Florida
$276K +$354K +52,380 New
LNC
185
Lincoln National Corp
Pennsylvania
$275K -$31.3K -4,633 -8%
ProShare Advisors
186
ProShare Advisors
Maryland
$273K -$20.4K -3,025 -6%
SWP
187
Stratos Wealth Partners
Ohio
$270K +$27K +4,000 +8%
KPWS
188
Kestra Private Wealth Services
Texas
$264K -$62.2K -9,200 -16%
CPM
189
Connective Portfolio Management
New York
$264K +$338K +50,000 New
Russell Investments Group
190
Russell Investments Group
United Kingdom
$261K +$336K +49,778 New
IFG
191
Independent Financial Group
California
$253K -$343K -50,703 -51%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$252K +$122K +18,054 +61%
APP
193
Alpha Paradigm Partners
Illinois
$244K +$142K +20,982 +83%
Verition Fund Management
194
Verition Fund Management
Connecticut
$241K +$208K +30,742 +206%
BC
195
Bartlett & Co
Ohio
$236K +$303K +44,775 New
BCWM
196
Bartlett & Co Wealth Management
Ohio
$236K +$303K +44,775 New
SW
197
SVB Wealth
Massachusetts
$235K +$6.24K +924 +2%
CIM
198
CIM Investment Management
Pennsylvania
$233K -$1.55K -229 -0.5%
CWMU
199
Caliber Wealth Management (Utah)
Utah
$231K +$296K +43,851 New
VWM
200
Vigilare Wealth Management
Arizona
$230K -$259K -38,278 -47%