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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
KAH
201
Kathryn A. Hall
$228K +$294K +43,444 New
CNFG
202
Creegan & Nassoura Financial Group
New Hampshire
$223K -$2.03K -300 -0.7%
URS
203
Utah Retirement Systems
Utah
$220K +$281K +41,600 New
TCWM
204
Total Clarity Wealth Management
Illinois
$213K -$113K -16,650 -29%
CG
205
Cutler Group
California
$209K -$1.5M -221,886 -85%
OIA
206
OneDigital Investment Advisors
Kansas
$209K +$20.8K +3,081 +8%
MIM
207
Moseley Investment Management
Florida
$201K +$32.4K +4,799 +14%
HCM
208
Highlander Capital Management
New Jersey
$198K -$59.6K -8,825 -19%
IGGA
209
Iron Gate Global Advisors
Utah
$196K
WIC
210
Woodmont Investment Counsel
Tennessee
$196K +$67.6K +10,000 +37%
HI
211
Harbour Investments
Wisconsin
$196K +$252K +37,225 New
SSB
212
Sandy Spring Bank
Maryland
$194K -$281K -41,604 -53%
FWM
213
Foresight Wealth Management
Utah
$194K +$165K +24,348 +195%
Prudential Financial
214
Prudential Financial
New Jersey
$191K +$233K +34,469 New
PCM
215
Penserra Capital Management
California
$189K +$25.4K +3,758 +12%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$189K +$32.2K +4,762 +15%
WS
217
Wedbush Securities
California
$188K +$241K +35,607 New
Korea Investment Corp
218
Korea Investment Corp
South Korea
$187K -$155K -22,970 -39%
VWA
219
V Wealth Advisors
Kansas
$178K +$228K +33,779 New
AFG
220
Albion Financial Group
Utah
$173K +$193K +28,589 +674%
CAM
221
Cresset Asset Management
Illinois
$169K -$4.22K -624 -2%
RIA
222
Regal Investment Advisors
Michigan
$168K +$24.5K +3,623 +13%
FA
223
Fortis Advisors
Pennsylvania
$168K +$120K +17,800 +126%
DC
224
Davenport & Co
Virginia
$166K -$27.7K -4,095 -11%
AWA
225
Arkadios Wealth Advisors
Georgia
$165K +$160K +23,658 +308%