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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
201
Beacon Pointe Advisors
California
$504K +$246K +37,720 +166%
JIP
202
Jaffetilchin Investment Partners
Florida
$501K -$52.2K -8,001 -12%
Neuberger Berman Group
203
Neuberger Berman Group
New York
$495K -$74.6K -11,450 -16%
Prudential Financial
204
Prudential Financial
New Jersey
$486K +$21.6K +3,316 +6%
Corient Private Wealth
205
Corient Private Wealth
Florida
$480K -$5.56K -853 -1%
MIC
206
Means Investment Company
Maine
$479K +$39.3K +6,029 +12%
AWA
207
Alta Wealth Advisors
Massachusetts
$478K -$13K -2,000 -3%
GCP
208
GSA Capital Partners
United Kingdom
$461K -$70.5K -10,807 -16%
MIA
209
MMBG Investment Advisors
Florida
$453K -$451K -69,190 -58%
VFA
210
Valeo Financial Advisors
Indiana
$451K -$6.52K -1,000 -2%
HI
211
Harbour Investments
Wisconsin
$450K +$32.4K +4,975 +10%
AF
212
Aldebaran Financial
$434K -$118K -18,160 -26%
GLA
213
Good Life Advisors
Pennsylvania
$433K +$228K +34,903 +205%
BC
214
BIT Capital
Germany
$430K -$1.53M -234,388 -82%
FA
215
Fortis Advisors
Pennsylvania
$427K +$16.3K +2,500 +5%
IAN
216
Integrated Advisors Network
Texas
$423K -$176 -27 -0.1%
Wellington Management Group
217
Wellington Management Group
Massachusetts
$423K -$225K -34,538 -40%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$413K -$47.6K -7,299 -13%
CG
219
Cutler Group
California
$400K -$177K -27,119 -36%
AG
220
Algert Global
California
$399K +$312K +47,850 New
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$388K +$80.5K +12,354 +36%
Vanguard Personalized Indexing Management
222
Vanguard Personalized Indexing Management
California
$387K -$6.28K -963 -2%
IAIM
223
International Assets Investment Management
Florida
$380K -$418K -64,065 -58%
AWA
224
Arkadios Wealth Advisors
Georgia
$374K -$6.7K -1,028 -2%
CWMU
225
Caliber Wealth Management (Utah)
Utah
$366K