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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Alta Wealth Advisors
Massachusetts
$360K
Corient Private Wealth
202
Corient Private Wealth
Florida
$354K +$104K +17,106 +41%
SM
203
Sweeney & Michel
California
$347K +$275K +45,359 New
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$345K -$5.52K -910 -2%
QT
205
Quantamental Technologies
New York
$340K +$340K +56,013 New
VFA
206
Valeo Financial Advisors
Indiana
$335K +$70.7K +11,656 +27%
BL
207
Balentine LLC
Georgia
$334K -$11.4K -1,878 -3%
Prudential Financial
208
Prudential Financial
New Jersey
$333K +$68.3K +11,261 +26%
KAS
209
Kestra Advisory Services
Texas
$325K -$49.9K -8,225 -13%
CMTU
210
Capital Markets Trading (UK)
United Kingdom
$321K +$320K +52,842 New
RMCM
211
Reynders McVeigh Capital Management
Massachusetts
$318K -$47.5K -7,826 -13%
AR
212
Advisory Research
Illinois
$315K +$314K +51,853 New
MIC
213
Means Investment Company
Maine
$312K +$102K +16,748 +48%
IAN
214
Integrated Advisors Network
Texas
$308K -$8.14K -1,343 -3%
AWM
215
AE Wealth Management
Kansas
$306K -$132K -21,714 -30%
ZDA
216
Zweig-DiMenna Associates
New York
$304K +$303K +50,000 New
HI
217
Harbour Investments
Wisconsin
$297K +$21K +3,460 +8%
FA
218
Fortis Advisors
Pennsylvania
$295K +$84.9K +14,000 +40%
TCM
219
Teza Capital Management
Illinois
$294K +$294K +48,507 New
Verition Fund Management
220
Verition Fund Management
Connecticut
$293K +$293K +48,300 New
GAM
221
Gotham Asset Management
New York
$289K +$288K +47,529 New
Vanguard Personalized Indexing Management
222
Vanguard Personalized Indexing Management
California
$288K -$226K -37,220 -44%
AP
223
AtonRa Partners
Switzerland
$281K -$660K -108,912 -70%
IA
224
IFP Advisors
Florida
$280K -$455K -74,978 -86%
AWA
225
Arkadios Wealth Advisors
Georgia
$278K +$78.3K +12,907 +39%