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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MYDA Advisors
New York
$364K +$364K +60,000 New
AWA
202
Alta Wealth Advisors
Massachusetts
$360K – – –
Corient Private Wealth
203
Corient Private Wealth
Florida
$354K +$104K +17,106 +41%
SM
204
Sweeney & Michel
California
$347K +$275K +45,359 New
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$345K -$5.52K -910 -2%
QT
206
Quantamental Technologies
New York
$340K +$340K +56,013 New
VFA
207
Valeo Financial Advisors
Indiana
$335K +$70.7K +11,656 +27%
BL
208
Balentine LLC
Georgia
$334K -$11.4K -1,878 -3%
Prudential Financial
209
Prudential Financial
New Jersey
$333K +$68.3K +11,261 +26%
KAS
210
Kestra Advisory Services
Texas
$325K -$49.9K -8,225 -13%
CMTU
211
Capital Markets Trading (UK)
United Kingdom
$321K +$320K +52,842 New
RMCM
212
Reynders McVeigh Capital Management
Massachusetts
$318K -$47.5K -7,826 -13%
AR
213
Advisory Research
Illinois
$315K +$314K +51,853 New
MIC
214
Means Investment Company
Maine
$312K +$102K +16,748 +48%
IAN
215
Integrated Advisors Network
Texas
$308K -$8.14K -1,343 -3%
AWM
216
AE Wealth Management
Kansas
$306K -$132K -21,714 -30%
ZDA
217
Zweig-DiMenna Associates
New York
$304K +$303K +50,000 New
HI
218
Harbour Investments
Wisconsin
$297K +$21K +3,460 +8%
FA
219
Fortis Advisors
Pennsylvania
$295K +$84.9K +14,000 +40%
TCM
220
Teza Capital Management
Illinois
$294K +$294K +48,507 New
Verition Fund Management
221
Verition Fund Management
Connecticut
$293K +$293K +48,300 New
GAM
222
Gotham Asset Management
New York
$289K +$288K +47,529 New
Vanguard Personalized Indexing Management
223
Vanguard Personalized Indexing Management
California
$288K -$226K -37,220 -44%
AP
224
AtonRa Partners
Switzerland
$281K -$660K -108,912 -70%
IA
225
IFP Advisors
Florida
$280K -$455K -74,978 -86%