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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$241K +$10.4K +1,646 +3%
CW
202
CreativeOne Wealth
Kansas
$239K -$38.2K -6,038 -11%
KA
203
Kovack Advisors
Florida
$232K +$160K +25,246 +113%
APP
204
Alpha Paradigm Partners
Illinois
$226K
GAM
205
Gotham Asset Management
New York
$223K +$145K +22,949 +101%
OIA
206
OneDigital Investment Advisors
Kansas
$221K +$35.5K +5,605 +14%
KPWS
207
Kestra Private Wealth Services
Texas
$220K -$31.6K -5,000 -10%
EH
208
Equitable Holdings
New York
$220K +$99.1K +15,658 +53%
CIM
209
CIM Investment Management
Pennsylvania
$215K
GPFA
210
Game Plan Financial Advisors
Ohio
$215K +$131K +20,700 +89%
CWMU
211
Caliber Wealth Management (Utah)
Utah
$214K
AWA
212
Arkadios Wealth Advisors
Georgia
$214K +$79.9K +12,623 +40%
JG
213
Jefferies Group
New York
$207K +$146K +23,108 +119%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$207K +$41.9K +6,627 +19%
CNFG
215
Creegan & Nassoura Financial Group
New Hampshire
$206K
Prudential Financial
216
Prudential Financial
New Jersey
$201K +$44.4K +7,020 +20%
PAMS
217
Pictet Asset Management (Switzerland)
Switzerland
$199K +$87.2K +13,779 +51%
HI
218
Harbour Investments
Wisconsin
$196K
TCWM
219
Total Clarity Wealth Management
Illinois
$194K -$4.11K -650 -2%
QC
220
QCM Cayman
Texas
$192K +$249K +39,338 New
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$191K -$105K -16,652 -30%
SWP
222
Stratos Wealth Partners
Ohio
$187K -$81.8K -12,921 -25%
HI
223
Hudock Inc
Pennsylvania
$185K +$149K +23,513 +163%
HCM
224
Highlander Capital Management
New Jersey
$183K
IGGA
225
Iron Gate Global Advisors
Utah
$182K