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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$708K +$397K +56,365 +111%
CAWM
177
Capital Advisors Wealth Management
Washington
$681K +$3.43K +486 +0.5%
MOS
178
MGO One Seven
Ohio
$680K -$534K -75,756 -42%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$675K +$180K +25,583 +33%
KAS
180
Kestra Advisory Services
Texas
$674K +$86.9K +12,328 +14%
TCBWMS
181
Texas Capital Bank Wealth Management Services
Texas
$661K +$494K +70,000 +233%
MG
182
Marex Group
$658K +$233K +32,995 +50%
AAS
183
Avantax Advisory Services
Texas
$654K +$12.1K +1,710 +2%
HAG
184
HighPoint Advisor Group
Illinois
$653K -$208K -29,550 -25%
PFS
185
Prospera Financial Services
Texas
$644K -$65.8K -9,330 -9%
Russell Investments Group
186
Russell Investments Group
United Kingdom
$641K +$376K +53,362 +122%
SWP
187
Stratos Wealth Partners
Ohio
$637K -$86K -12,202 -11%
DnB Asset Management
188
DnB Asset Management
Norway
$634K +$89.7K +12,717 +15%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$621K +$32.9K +4,661 +7%
HI
190
Hudock Inc
Pennsylvania
$612K +$653K +92,630 New
IA
191
IFP Advisors
Florida
$601K +$6.33K +898 +1%
BHCM
192
Brevan Howard Capital Management
Jersey
$600K -$641K -90,975 -50%
PIA
193
Perennial Investment Advisors
California
$594K +$55.5K +7,866 +10%
CIA
194
Concurrent Investment Advisors
Florida
$591K +$157K +22,211 +33%
Jones Financial Companies
195
Jones Financial Companies
Missouri
$589K +$482K +68,356 +331%
BFEC
196
Benjamin F. Edwards & Company
Missouri
$585K +$610K +86,545 +4,253%
LFP
197
Lakeshore Financial Planning
Michigan
$580K +$31.8K +4,507 +5%
MC
198
Matisse Capital
Oregon
$575K -$18.5K -2,622 -3%
Wealthfront Advisers
199
Wealthfront Advisers
California
$573K +$290K +41,193 +91%
MMA
200
Miracle Mile Advisors
California
$558K +$21.2K +3,000 +4%