We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
301
Cooper/Haims Advisors
New York
$82K – – –
AAS
302
Avantax Advisory Services
Texas
$82K +$105K +15,486 New
CAM
303
Concorde Asset Management
Michigan
$82K +$105K +15,500 New
TCM
304
Traynor Capital Management
Pennsylvania
$82K +$106K +15,695 New
Millennium Management
305
Millennium Management
New York
$81K -$15.7M -2,316,310 -99%
TCA
306
Transcend Capital Advisors
New Jersey
$81K -$9.12K -1,350 -8%
MF
307
Magnetar Financial
Illinois
$79K -$872K -129,052 -90%
WP
308
WealthSource Partners
California
$79K -$7.47K -1,105 -7%
KPF
309
K2 Principal Fund
Ontario, Canada
$79K +$101K +15,000 New
CAWM
310
Capital Advisors Wealth Management
Washington
$78K +$16.1K +2,384 +19%
GKWIM
311
Gerber Kawasaki Wealth & Investment Management
California
$78K +$100K +14,807 New
FBC
312
Fairfield, Bush & Co
Connecticut
$77K -$8.79K -1,300 -8%
X
313
Xponance
Pennsylvania
$76K +$97.4K +14,412 New
HI
314
Hudock Inc
Pennsylvania
$75K +$34.6K +5,115 +55%
RIA
315
Realta Investment Advisors
Delaware
$75K +$93.4K +13,815 New
FCAG
316
First Capital Advisors Group
New Jersey
$75K +$95.7K +14,163 New
PA
317
Parallel Advisors
California
$74K -$10.5K -1,553 -10%
EP
318
Elkhorn Partners
Nebraska
$74K +$94.6K +14,000 New
MTIM
319
Marathon Trading Investment Management
Pennsylvania
$74K +$94.6K +14,000 New
IWN
320
Independent Wealth Network
Iowa
$73K +$17.4K +2,569 +23%
CA
321
CoreCap Advisors
Michigan
$73K +$93.3K +13,806 New
IWC
322
Integrated Wealth Concepts
Massachusetts
$71K +$90.9K +13,448 New
PCP
323
Proficio Capital Partners
Massachusetts
$70K +$2.78K +411 +3%
GG
324
Gofen & Glossberg
Illinois
$69K – – –
GC
325
Guggenheim Capital
Illinois
$68K -$82.2K -12,170 -49%