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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
201
Pathstone Holdings
New Jersey
$2.4M -$676K -51,285 -28%
PAM
202
Pegasus Asset Management
New York
$2.36M +$73.4K +5,564 +4%
SA
203
Sanctuary Advisors
Indiana
$2.35M +$790K +59,870 +87%
MFS
204
Miller Financial Services
Michigan
$2.33M +$136K +10,279 +9%
EP
205
Edgestream Partners
New Jersey
$2.26M -$3.62M -274,479 -69%
Corient Private Wealth
206
Corient Private Wealth
Florida
$2.26M +$291K +22,069 +21%
GC
207
GatePass Capital
Ohio
$2.23M +$277 +21 +0%
AWAU
208
Alliance Wealth Advisors (Utah)
Utah
$2.22M +$857 +65 +0.1%
DADC
209
D.A. Davidson & Co
Montana
$2.22M +$10.5K +798 +0.7%
AC
210
AXQ Capital
New Jersey
$2.2M -$128K -9,681 -7%
Russell Investments Group
211
Russell Investments Group
United Kingdom
$2.16M +$345K +26,160 +28%
PIA
212
Perennial Investment Advisors
California
$2.03M +$143K +10,808 +11%
CAWM
213
Capital Advisors Wealth Management
Washington
$2.01M -$4.55K -345 -0.3%
BAM
214
Bosun Asset Management
Illinois
$1.98M +$82.2K +6,236 +6%
BPA
215
Beacon Pointe Advisors
California
$1.96M -$315K -23,903 -18%
TCM
216
Triumph Capital Management
Colorado
$1.95M +$434K +32,918 +44%
VRS
217
Virginia Retirement Systems
Virginia
$1.94M -$280K -21,200 -17%
RAM
218
Riggs Asset Management
Pennsylvania
$1.92M +$57.1K +4,327 +4%
GRP
219
Global Retirement Partners
California
$1.89M +$1.37M +103,797 New
AAS
220
Avantax Advisory Services
Texas
$1.87M +$294K +22,307 +28%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$1.86M
TFA
222
Teamwork Financial Advisors
Texas
$1.84M +$277K +21,001 +26%
SRL
223
Scientech Research LLC
New Jersey
$1.82M +$1.32M +100,170 New
HT
224
Headlands Technologies
Illinois
$1.77M +$1.25M +94,976 +3,991%
IA
225
IFP Advisors
Florida
$1.77M +$57.8K +4,381 +5%