We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
B
326
Bensler
Washington
$104K
GLA
327
Good Life Advisors
Pennsylvania
$104K -$124K -20,444 -55%
WS
328
Wedbush Securities
California
$103K -$12.7K -2,100 -11%
CAM
329
Concorde Asset Management
Michigan
$103K +$4.85K +800 +5%
CAM
330
Cresset Asset Management
Illinois
$102K +$11.5K +1,900 +13%
MIM
331
MetLife Investment Management
New Jersey
$101K +$218 +36 +0.2%
Amundi
332
Amundi
France
$100K -$187K -30,805 -64%
AFG
333
Albion Financial Group
Utah
$99.6K
RWMG
334
Redwood Wealth Management Group
New Jersey
$99.2K +$12.7K +2,100 +15%
EP
335
Elkhorn Partners
Nebraska
$97K +$6.06K +1,000 +7%
ICG
336
InterOcean Capital Group
Tennessee
$96.2K -$3.03K -500 -3%
CA
337
Crewe Advisors
Utah
$96.1K
VCM
338
Vivaldi Capital Management
Illinois
$95.8K -$431 -71 -0.4%
MSA
339
McAlister Sweet & Associates
Texas
$95.3K +$95.2K +15,700 New
CHA
340
Cooper/Haims Advisors
New York
$95.1K +$1.03K +170 +1%
AL
341
Aspiriant LLC
California
$94.9K
CCM
342
Chiron Capital Management
Florida
$94.1K -$4.82K -795 -5%
TWM
343
Tradition Wealth Management
Minnesota
$94K +$50.8K +8,380 +119%
AC
344
Avestar Capital
New York
$93.1K -$9.34K -1,540 -9%
VF
345
VitalStone Financial
Texas
$93K -$223K -36,734 -86%
JWCA
346
J.W. Cole Advisors
Florida
$92K +$5.29K +873 +6%
1WA
347
180 Wealth Advisors
Washington
$91.9K -$5.49K -905 -6%
CAM
348
Columbia Asset Management
Michigan
$91K
IWC
349
Integrated Wealth Concepts
Massachusetts
$90K +$12.3K +2,027 +16%
LWM
350
LJI Wealth Management
Indiana
$89.7K +$89.6K +14,770 New