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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Algert Global
California
$235K +$253K +50,940 New
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$232K -$1.13M -227,700 -82%
MHS
203
M Holdings Securities
Oregon
$227K -$25.8K -5,197 -10%
CW
204
CreativeOne Wealth
Kansas
$226K +$45 +9 +0%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$225K -$112K -22,585 -22%
JFG
206
Jefferies Financial Group
New York
$215K +$232K +46,700 New
HI
207
Harbour Investments
Wisconsin
$210K +$40.9K +8,253 +22%
GSIAS
208
Garden State Investment Advisory Services
New Jersey
$208K +$223K +45,016 New
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$205K -$37.2K -7,509 -14%
IFG
210
Independent Financial Group
California
$203K -$91.9K -18,533 -30%
CWMU
211
Caliber Wealth Management (Utah)
Utah
$202K
VWM
212
Vigilare Wealth Management
Arizona
$201K -$44.4K -8,950 -17%
Prudential Financial
213
Prudential Financial
New Jersey
$201K +$10.9K +2,188 +5%
VFA
214
Valeo Financial Advisors
Indiana
$200K -$53K -10,686 -20%
CIM
215
CIM Investment Management
Pennsylvania
$198K -$5.73K -1,156 -3%
HCM
216
Highlander Capital Management
New Jersey
$191K +$19.1K +3,850 +10%
OIA
217
OneDigital Investment Advisors
Kansas
$191K -$19.2K -3,874 -9%
VF
218
VitalStone Financial
Texas
$190K +$211K +42,595 New
BWM
219
Bulltick Wealth Management
Florida
$189K -$49.6K -10,000 -20%
Corient Private Wealth
220
Corient Private Wealth
Florida
$189K +$205K +41,270 New
PTC
221
Private Trust Company
Ohio
$187K +$202K +40,640 New
RSA
222
River Street Advisors
Illinois
$184K +$198K +39,849 New
HI
223
Hudock Inc
Pennsylvania
$179K +$4.88K +984 +3%
KPWS
224
Kestra Private Wealth Services
Texas
$176K -$34.7K -7,000 -16%
EWA
225
EverSource Wealth Advisors
Alabama
$175K +$186K +37,462 +6,307%