We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
301
Forum Financial Management
Illinois
$481K -$706 -49 -0.1%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$480K +$50.4K +3,497 +9%
FRM
303
Fox Run Management
Connecticut
$473K +$587K +40,707 New
DWM
304
Drive Wealth Management
Utah
$465K +$6.17K +428 +1%
PWM
305
Perigon Wealth Management
California
$458K -$13.8K -960 -2%
BCI
306
Brinker Capital Investments
Pennsylvania
$453K +$50.3K +3,491 +10%
OPS
307
Orion Portfolio Solutions
Nebraska
$453K +$50.3K +3,491 +10%
EH
308
Equitable Holdings
New York
$448K -$73K -5,064 -12%
GIA
309
Gladstone Institutional Advisory
Florida
$442K -$4.18K -290 -0.8%
CCMT
310
CMT Capital Markets Trading
Germany
$426K +$528K +36,625 New
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$423K -$30.3K -2,100 -5%
PI
312
PFG Investments
New York
$421K -$164K -11,400 -24%
MIG
313
McGuire Investment Group
Rhode Island
$418K
TSS
314
Two Sigma Securities
New York
$417K +$271K +18,836 +111%
Allianz Asset Management
315
Allianz Asset Management
Germany
$417K -$54.1K -3,754 -9%
AF
316
Allworth Financial
California
$404K -$828K -57,476 -64%
CPA
317
Capital Performance Advisors
California
$396K +$491K +34,047 New
LFAS
318
Level Four Advisory Services
Texas
$394K -$77.5K -5,375 -14%
ACS
319
Archford Capital Strategies
Illinois
$393K -$58 -4 -0%
VFA
320
Valeo Financial Advisors
Indiana
$393K +$46.4K +3,219 +11%
SPA
321
Sherbrooke Park Advisers
New York
$386K +$478K +33,165 New
UB
322
UMB Bank
Missouri
$386K -$108K -7,489 -18%
EF
323
Empowered Funds
Pennsylvania
$385K +$23.5K +1,631 +5%
ECM
324
Everence Capital Management
Indiana
$376K
AF
325
Aldebaran Financial
$368K -$3.1K -215 -0.7%