We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
APW
301
Axim Planning & Wealth
Ohio
$219K +$23.1K +2,900 +15%
BAM
302
Belpointe Asset Management
Nevada
$215K +$36K +4,527 +26%
IAA
303
Independent Advisor Alliance
North Carolina
$214K +$31.5K +3,963 +23%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$211K
MTIM
305
Marathon Trading Investment Management
Pennsylvania
$210K -$157K -19,700 -48%
DC
306
Davenport & Co
Virginia
$207K +$31.3K +3,933 +23%
SWA
307
Stratos Wealth Advisors
Ohio
$203K -$26.5K -3,340 -14%
LNWTC
308
Laird Norton Wetherby Trust Company
Washington
$202K +$161K +20,261 New
RIA
309
Regal Investment Advisors
Michigan
$201K -$173K -21,804 -52%
CPRC
310
Consolidated Portfolio Review Corp
New York
$200K
US Bancorp
311
US Bancorp
Minnesota
$199K +$79.5K +9,998 +100%
CWC
312
Carolinas Wealth Consulting
North Carolina
$199K
OHWP
313
Oak Harbor Wealth Partners
North Carolina
$199K
WIA
314
World Investment Advisors
California
$198K
RA
315
Resolute Advisors
California
$197K
TCM
316
Traynor Capital Management
Pennsylvania
$196K +$18.3K +2,304 +13%
IWN
317
Independent Wealth Network
Iowa
$195K +$55.2K +6,949 +55%
NAS
318
NWF Advisory Services
California
$193K +$5.83K +734 +4%
CAM
319
Columbia Asset Management
Michigan
$192K +$7.95K +1,000 +10%
DI
320
DDFG Inc
California
$192K -$4.94K -622 -3%
AC
321
AXQ Capital
New Jersey
$191K +$153K +19,200 New
MFG
322
Merit Financial Group
Georgia
$191K -$10.5K -1,324 -6%
IC
323
IEQ Capital
California
$191K -$501 -63 -0.3%
IF
324
Intrua Financial
Texas
$188K +$150K +18,917 New
CAM
325
Concorde Asset Management
Michigan
$187K +$795 +100 +0.5%