We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
MIG
401
McGuire Investment Group
Rhode Island
$950K
PI
402
PFG Investments
New York
$944K +$126K +5,309 +17%
VFA
403
Valeo Financial Advisors
Indiana
$933K +$46.1K +1,941 +6%
MP
404
Mangrove Partners
Connecticut
$925K +$831K +35,013 New
ASN
405
Advisory Services Network
Georgia
$915K +$18.9K +798 +2%
CW
406
CreativeOne Wealth
Kansas
$913K +$246K +10,350 +43%
RIM
407
Rakuten Investment Management
Japan
$902K +$162K +6,812 New
BCI
408
Brinker Capital Investments
Pennsylvania
$896K +$201K +8,477 +33%
NP
409
NorthRock Partners
Minnesota
$890K +$388K +16,331 +94%
DT
410
Diversified Trust
Tennessee
$889K +$530K +22,321 +197%
S
411
Sunpointe
Missouri
$877K +$787K +33,183 New
FNT
412
First National Trust
Pennsylvania
$876K +$117K +4,938 +18%
LFP
413
Lakeshore Financial Planning
Michigan
$860K -$93.7K -3,950 -11%
IAA
414
Independent Advisor Alliance
North Carolina
$849K +$74.8K +3,152 +11%
WIA
415
World Investment Advisors
California
$833K +$197K +8,306 +36%
ACS
416
Archford Capital Strategies
Illinois
$830K +$783 +33 +0.1%
AFG
417
Atomi Financial Group
New York
$829K +$91K +3,836 +14%
CFM
418
Catalyst Funds Management
Australia
$823K
UB
419
UMB Bank
Missouri
$822K -$49.3K -2,079 -6%
CIBC Asset Management
420
CIBC Asset Management
Ontario, Canada
$817K +$949 +40 +0.1%
KIG
421
Kennedy Investment Group
New Jersey
$803K -$662K -27,900 -48%
ECM
422
Everence Capital Management
Indiana
$803K +$90.7K +3,822 +14%
RP
423
Regal Partners
Australia
$793K -$107K -4,506 -13%
JWCA
424
J.W. Cole Advisors
Florida
$787K +$154K +6,496 +28%
OAM
425
Oxford Asset Management
United Kingdom
$784K +$704K +29,679 New