We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
RSA
251
River Street Advisors
Illinois
$1.4M +$130K +9,830 +15%
BAM
252
Belpointe Asset Management
Nevada
$1.39M +$755K +57,265 +297%
MC
253
Matisse Capital
Oregon
$1.37M -$75.6K -5,735 -7%
Envestnet Asset Management
254
Envestnet Asset Management
Illinois
$1.35M +$59.4K +4,505 +6%
HAG
255
HighPoint Advisor Group
Illinois
$1.35M -$290 -22 -0%
SA
256
Strategic Advocates
Utah
$1.32M
Vontobel Holding
257
Vontobel Holding
Switzerland
$1.31M -$1.01M -76,213 -52%
CM
258
Caption Management
Oklahoma
$1.3M
Prudential Financial
259
Prudential Financial
New Jersey
$1.29M +$213K +16,146 +24%
XWM
260
Xcel Wealth Management
Florida
$1.28M -$37.7K -2,860 -4%
CMTU
261
Capital Markets Trading (UK)
United Kingdom
$1.28M +$928K +70,370 New
SWM
262
Spire Wealth Management
Virginia
$1.28M -$174K -13,167 -16%
JIP
263
Jaffetilchin Investment Partners
Florida
$1.26M -$129K -9,788 -12%
HI
264
Harbour Investments
Wisconsin
$1.25M -$22.2K -1,684 -2%
KPWS
265
Kestra Private Wealth Services
Texas
$1.25M +$114K +8,620 +14%
BBVA
266
Banco Bilbao Vizcaya Argentaria
Spain
$1.24M -$408K -30,914 -32%
VCM
267
Virtue Capital Management
Tennessee
$1.24M -$133K -10,089 -13%
X
268
Xponance
Pennsylvania
$1.23M -$12.4K -938 -1%
SW
269
Solidarity Wealth
Utah
$1.2M
AWA
270
Arkadios Wealth Advisors
Georgia
$1.17M +$14.8K +1,119 +2%
LNWTC
271
Laird Norton Wetherby Trust Company
Washington
$1.17M
SCM
272
Shelton Capital Management
Colorado
$1.17M +$844K +64,000 New
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$1.16M +$294K +22,289 +54%
HI
274
Hudock Inc
Pennsylvania
$1.15M +$3.46K +262 +0.4%
MPPLM
275
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.15M +$19.7K +1,494 +2%