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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
201
Prospera Financial Services
Texas
$228K +$144K +21,323 +97%
KAH
202
Kathryn A. Hall
$228K +$294K +43,444 New
CNFG
203
Creegan & Nassoura Financial Group
New Hampshire
$223K -$2.03K -300 -0.7%
URS
204
Utah Retirement Systems
Utah
$220K +$281K +41,600 New
TCWM
205
Total Clarity Wealth Management
Illinois
$213K -$113K -16,650 -29%
CG
206
Cutler Group
California
$209K -$1.5M -221,886 -85%
OIA
207
OneDigital Investment Advisors
Kansas
$209K +$20.8K +3,081 +8%
MIM
208
Moseley Investment Management
Florida
$201K +$32.4K +4,799 +14%
HCM
209
Highlander Capital Management
New Jersey
$198K -$59.6K -8,825 -19%
IGGA
210
Iron Gate Global Advisors
Utah
$196K – – –
WIC
211
Woodmont Investment Counsel
Tennessee
$196K +$67.6K +10,000 +37%
HI
212
Harbour Investments
Wisconsin
$196K +$252K +37,225 New
SSB
213
Sandy Spring Bank
Maryland
$194K -$281K -41,604 -53%
FWM
214
Foresight Wealth Management
Utah
$194K +$165K +24,348 +195%
Prudential Financial
215
Prudential Financial
New Jersey
$191K +$233K +34,469 New
PCM
216
Penserra Capital Management
California
$189K +$25.4K +3,758 +12%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$189K +$32.2K +4,762 +15%
WS
218
Wedbush Securities
California
$188K +$241K +35,607 New
Korea Investment Corp
219
Korea Investment Corp
South Korea
$187K -$155K -22,970 -39%
VWA
220
V Wealth Advisors
Kansas
$178K +$228K +33,779 New
AFG
221
Albion Financial Group
Utah
$173K +$193K +28,589 +674%
CAM
222
Cresset Asset Management
Illinois
$169K -$4.22K -624 -2%
RIA
223
Regal Investment Advisors
Michigan
$168K +$24.5K +3,623 +13%
FA
224
Fortis Advisors
Pennsylvania
$168K +$120K +17,800 +126%
DC
225
Davenport & Co
Virginia
$166K -$27.7K -4,095 -11%