We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
326
Forum Financial Management
Illinois
$179K +$294 +37 +0.2%
HIIFS
327
Harel Insurance Investments & Financial Services
Israel
$179K +$194K +24,481 New
BBVA
328
Banco Bilbao Vizcaya Argentaria
Spain
$177K +$193K +24,257 New
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$176K -$256K -32,274 -57%
HWM
330
HB Wealth Management
Georgia
$176K +$191K +24,086 New
CFS
331
Coordinated Financial Services
Colorado
$174K +$190K +23,900 New
CA
332
CoreCap Advisors
Michigan
$174K +$190K +23,875 New
IAIM
333
International Assets Investment Management
Florida
$174K -$12.3K -1,550 -6%
Comerica Bank
334
Comerica Bank
Texas
$174K +$40.3K +5,071 +27%
MF
335
Manchester Financial
California
$173K +$1.92K +242 +1%
Teacher Retirement System of Texas
336
Teacher Retirement System of Texas
Texas
$169K -$462K -58,201 -72%
PIA
337
Panoramic Investment Advisors
Colorado
$168K
ICP
338
Interchange Capital Partners
Pennsylvania
$167K +$168K +21,141 New
Brown Advisory
339
Brown Advisory
Maryland
$166K -$97.5K -12,276 -35%
William Blair & Company
340
William Blair & Company
Illinois
$165K +$180K +22,613 New
HIA
341
Harbor Investment Advisory
Maryland
$163K
TWM
342
Trueblood Wealth Management
Ohio
$161K +$51K +6,426 +41%
CAM
343
Concorde Asset Management
Michigan
$161K +$26.2K +3,300 +18%
MTIM
344
Marathon Trading Investment Management
Pennsylvania
$155K +$1.59K +200 +0.9%
BCI
345
Brinker Capital Investments
Pennsylvania
$155K +$2.08K +262 +1%
OPS
346
Orion Portfolio Solutions
Nebraska
$155K +$2.08K +262 +1%
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
$155K
Jones Financial Companies
348
Jones Financial Companies
Missouri
$151K +$129K +16,295 +372%
MFG
349
Merit Financial Group
Georgia
$150K +$18.3K +2,305 +12%
IWN
350
Independent Wealth Network
Iowa
$149K +$6.55K +825 +4%