We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
401
Sandy Spring Bank
Maryland
$60.7K -$25.1K -3,850 -35%
GRP
402
Global Retirement Partners
California
$57.1K +$9.17K +1,407 +26%
Asset Management One
403
Asset Management One
Japan
$56.1K -$17.2K -2,644 -28%
SAM
404
Storebrand Asset Management
Norway
$53.8K
UB
405
UMB Bank
Missouri
$51.5K
NC
406
NewSquare Capital
Pennsylvania
$50K
AA
407
Ancora Advisors
Ohio
$47.3K +$32.6K +5,000 +750%
TF
408
TimeScale Financial
Massachusetts
$44.9K
TFM
409
TFC Financial Management
Massachusetts
$42.2K +$372 +57 +1%
ETC
410
Exchange Traded Concepts
Oklahoma
$41.3K -$9.14K -1,402 -22%
PA
411
PSI Advisors
Florida
$39.1K -$1.3K -200 -4%
GFPC
412
Global Financial Private Client
Florida
$38.1K +$29.2K +4,476 New
GWS
413
Glassman Wealth Services
Virginia
$37.8K
PMFA
414
Plante Moran Financial Advisors
Michigan
$37.6K
CA
415
Clearstead Advisors
Ohio
$35.4K
MCM
416
Manchester Capital Management
Vermont
$34.9K
AAP
417
Arax Advisory Partners
Colorado
$34K +$535 +82 +2%
AF
418
Allworth Financial
California
$33.3K +$4.91K +753 +23%
GWM
419
Geneos Wealth Management
Colorado
$32.7K +$8.31K +1,275 +48%
Nomura Asset Management
420
Nomura Asset Management
Japan
$27.5K
BBHC
421
Brown Brothers Harriman & Co
New York
$26.1K +$20.4K +3,135 New
PA
422
Parallel Advisors
California
$25.9K -$2.35K -360 -10%
RFG
423
RFP Financial Group
Georgia
$25.3K
EWP
424
Elevation Wealth Partners
California
$25K
AP
425
Advisors Preferred
Maryland
$24.8K -$8.33K -1,278 -30%