We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CF
351
Cantor Fitzgerald
New York
$109K +$120K +13,699 New
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$109K -$4.06K -462 -3%
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$106K -$20K -2,275 -15%
MFG
354
MidWestOne Financial Group
Iowa
$105K +$116K +13,154 New
T
355
TrueFG
Texas
$103K +$1.32K +150 +1%
QC
356
QCM Cayman
Texas
$102K +$112K +12,784 New
BSW
357
Buckingham Strategic Wealth
Missouri
$102K -$7.76K -883 -6%
IWN
358
Independent Wealth Network
Iowa
$101K -$8.53K -970 -7%
MSFS
359
Main Street Financial Solutions
Pennsylvania
$100K +$18.5K +2,103 +20%
BCV
360
Banque Cantonale Vaudoise
Switzerland
$100K +$17.6K +2,000 +19%
VRS
361
Virginia Retirement Systems
Virginia
$99.1K -$213K -24,200 -66%
PG
362
Prostatis Group
Maryland
$97.5K
CAI
363
Capital Advisors Inc
Oklahoma
$97.4K +$2.2K +250 +2%
EWA
364
EverSource Wealth Advisors
Alabama
$97.4K -$9.45K -1,075 -8%
BP
365
Ballentine Partners
Massachusetts
$97K +$1.26K +143 +1%
ODG
366
O'Dell Group
Ohio
$96.7K
PA
367
Procyon Advisors
Connecticut
$96.4K -$8.79K -1,000 -8%
TCA
368
Transcend Capital Advisors
New Jersey
$96.3K
SEM
369
Suncoast Equity Management
Florida
$95.9K
CFB
370
Cullen/Frost Bankers
Texas
$93.9K +$103K +11,750 New
ZIM
371
Zacks Investment Management
Illinois
$93.4K +$103K +11,690 New
SAF
372
Smith Anglin Financial
Texas
$92.3K
SDH
373
Sloy Dahl & Holst
Washington
$90.7K +$99.8K +11,349 New
XWM
374
Xcel Wealth Management
Florida
$90.3K -$123K -13,980 -55%
MGIA
375
Moneta Group Investment Advisors
Missouri
$89.6K -$844 -96 -0.8%