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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$558K +$8.31K +1,179 +1%
PI
202
PFG Investments
New York
$545K +$142K +20,175 +32%
Principal Financial Group
203
Principal Financial Group
Iowa
$520K -$13.5K -1,921 -2%
MKA
204
M. Kulyk & Associates
Georgia
$495K
Baird Financial Group
205
Baird Financial Group
Wisconsin
$485K -$353 -50 -0.1%
Corient Private Wealth
206
Corient Private Wealth
Florida
$485K +$43.7K +6,198 +9%
ET
207
Entropy Technologies
New York
$481K -$188K -26,607 -27%
MSRPS
208
Maryland State Retirement & Pension System
Maryland
$479K
BC
209
BIT Capital
Germany
$479K -$9.96M -1,412,391 -95%
SA
210
Strategic Advocates
Utah
$478K -$931 -132 -0.2%
BCM
211
Brookstone Capital Management
Illinois
$476K +$428K +60,703 New
SWM
212
Spire Wealth Management
Virginia
$455K -$726K -102,945 -60%
VF
213
VitalStone Financial
Texas
$451K +$53.2K +7,541 +12%
XWM
214
Xcel Wealth Management
Florida
$450K +$58.2K +8,250 +14%
YDMI
215
Y.D. More Investments
Israel
$443K
Prudential Financial
216
Prudential Financial
New Jersey
$439K +$20K +2,838 +4%
SW
217
Solidarity Wealth
Utah
$434K
LNWTC
218
Laird Norton Wetherby Trust Company
Washington
$426K +$312K +44,234 +218%
PWP
219
Pursue Wealth Partners
California
$425K -$454K -64,357 -50%
IIA
220
IPG Investment Advisors
California
$416K +$349K +49,500 +367%
LW
221
Lauer Wealth
Indiana
$416K +$187K +26,546 +60%
CIG
222
Consolidated Investment Group
Colorado
$416K
HGA
223
Hobbs Group Advisors
South Carolina
$403K +$430K +61,000 New
GVAG
224
Great Valley Advisor Group
Delaware
$401K +$5.83K +827 +1%
ASN
225
Advisory Services Network
Georgia
$398K +$87.4K +12,400 +26%