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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
QT
201
Quantamental Technologies
New York
$441K +$485K +55,159 New
AWA
202
Alta Wealth Advisors
Massachusetts
$433K -$27.7K -3,150 -5%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$428K +$471K +53,506 New
BC
204
BIT Capital
Germany
$425K +$15K +1,701 +3%
BAM
205
Blueshift Asset Management
New Jersey
$422K +$362K +41,151 +354%
QCM
206
QRG Capital Management
Illinois
$405K +$445K +50,657 New
IAN
207
Integrated Advisors Network
Texas
$404K -$1.76K -200 -0.4%
JIP
208
Jaffetilchin Investment Partners
Florida
$402K -$86.4K -9,823 -16%
Prudential Financial
209
Prudential Financial
New Jersey
$394K -$78.4K -8,918 -15%
AF
210
Aldebaran Financial
$394K -$24.3K -2,760 -5%
WWA
211
WCG Wealth Advisors
Nevada
$393K +$396K +44,988 New
Russell Investments Group
212
Russell Investments Group
United Kingdom
$392K +$355K +40,335 +452%
JAMONY
213
Jacob Asset Management of New York
California
$388K +$427K +48,600 New
GIA
214
Gladstone Institutional Advisory
Florida
$388K +$56.7K +6,450 +15%
AWA
215
Arkadios Wealth Advisors
Georgia
$386K +$31K +3,525 +8%
Vanguard Personalized Indexing Management
216
Vanguard Personalized Indexing Management
California
$381K +$10.6K +1,209 +3%
VFA
217
Valeo Financial Advisors
Indiana
$380K -$57.2K -6,500 -12%
PWM
218
Perigon Wealth Management
California
$368K +$37.6K +4,277 +10%
IIM
219
INTECH Investment Management
Florida
$359K +$395K +44,870 New
KPWS
220
Kestra Private Wealth Services
Texas
$351K +$75.7K +8,608 +24%
CWMU
221
Caliber Wealth Management (Utah)
Utah
$350K
SI
222
Saxon Interests
Texas
$350K +$386K +43,851 New
AFG
223
Atomi Financial Group
New York
$339K +$373K +42,420 New
RIA
224
Regal Investment Advisors
Michigan
$335K -$14.7K -1,674 -4%
LNC
225
Lincoln National Corp
Pennsylvania
$333K +$73.9K +8,400 +25%