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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$393K +$68.8K +10,873 +16%
SAM
177
Stansberry Asset Management
Texas
$388K -$3.28K -519 -0.6%
AWA
178
Alta Wealth Advisors
Massachusetts
$387K -$31.6K -5,000 -6%
MMA
179
Miracle Mile Advisors
California
$382K +$496K +78,350 New
CAWM
180
Capital Advisors Wealth Management
Washington
$375K +$393K +62,040 +418%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$373K
MKA
182
M. Kulyk & Associates
Georgia
$366K
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$352K
KAS
184
Kestra Advisory Services
Texas
$351K +$21.5K +3,393 +5%
AWM
185
AE Wealth Management
Kansas
$350K +$30.9K +4,885 +7%
KAH
186
Kathryn A. Hall
$336K +$161K +25,500 +59%
Vanguard Personalized Indexing Management
187
Vanguard Personalized Indexing Management
California
$325K -$15.9K -2,513 -4%
SLWA
188
San Luis Wealth Advisors
California
$314K +$1.3K +205 +0.3%
American Century Companies
189
American Century Companies
Missouri
$312K +$305K +48,223 +306%
CIG
190
Consolidated Investment Group
Colorado
$307K
IFG
191
Independent Financial Group
California
$305K +$91.7K +14,500 +30%
IAIM
192
International Assets Investment Management
Florida
$277K -$23K -3,640 -6%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$268K -$48.2K -7,625 -12%
MHS
194
M Holdings Securities
Oregon
$266K -$27.8K -4,397 -7%
ProShare Advisors
195
ProShare Advisors
Maryland
$266K +$16.6K +2,621 +5%
VFA
196
Valeo Financial Advisors
Indiana
$264K -$18.9K -2,985 -5%
LNC
197
Lincoln National Corp
Pennsylvania
$259K +$5.14K +812 +2%
VWM
198
Vigilare Wealth Management
Arizona
$257K +$57.1K +9,030 +21%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$254K -$102K -16,179 -24%
BWM
200
Bulltick Wealth Management
Florida
$249K -$8.48K -1,340 -3%