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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
201
HighPoint Advisor Group
Illinois
$780K -$126K -17,278 -20%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$778K +$346K +47,672 +93%
Corient Private Wealth
203
Corient Private Wealth
Florida
$776K +$184K +25,375 +35%
PFS
204
Prospera Financial Services
Texas
$754K -$11K -1,520 -2%
LW
205
Lauer Wealth
Indiana
$745K +$57.2K +7,874 +11%
Stifel Financial
206
Stifel Financial
Missouri
$740K -$104K -14,288 -13%
AAS
207
Avantax Advisory Services
Texas
$736K -$38K -5,230 -5%
PIA
208
Perennial Investment Advisors
California
$730K +$21.6K +2,978 +3%
LFP
209
Lakeshore Financial Planning
Michigan
$730K +$36.3K +5,000 +6%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$728K +$409K +56,279 +155%
SWP
211
Stratos Wealth Partners
Ohio
$695K -$57.1K -7,859 -8%
DADC
212
D.A. Davidson & Co
Montana
$689K +$24.1K +3,322 +4%
MC
213
Matisse Capital
Oregon
$684K
GCP
214
GSA Capital Partners
United Kingdom
$665K -$230K -31,661 -27%
Allianz Asset Management
215
Allianz Asset Management
Germany
$664K +$614K +84,500 New
MMA
216
Miracle Mile Advisors
California
$663K
TSS
217
Two Sigma Securities
New York
$657K -$301K -41,437 -33%
KA
218
Kovack Advisors
Florida
$633K -$396K -54,479 -40%
SA
219
Sanctuary Advisors
Indiana
$624K -$513K -70,621 -64%
GVAG
220
Great Valley Advisor Group
Delaware
$592K +$106K +14,637 +24%
MKA
221
M. Kulyk & Associates
Georgia
$589K
BEI
222
Benjamin Edwards Inc
Missouri
$585K +$536K +73,798 +10,513%
SWM
223
Spire Wealth Management
Virginia
$580K +$36.3K +4,995 +7%
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$573K +$227K +31,269 +75%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$573K -$3.79K -522 -0.7%