We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
426
Orion Capital Management
California
$24K +$26.4K +3,000 New
GI
427
Gradient Investments
Minnesota
$23.2K +$22K +2,500 +625%
SWA
428
SOA Wealth Advisors
New York
$22.5K -$703 -80 -3%
WT
429
Washington Trust
Rhode Island
$21.9K
BWP
430
Baldwin Wealth Partners
Massachusetts
$21.6K
HFS
431
Hantz Financial Services
Michigan
$21K
LC
432
Lindbrook Capital
California
$20.7K -$176 -20 -0.8%
SIS
433
Sound Income Strategies
Florida
$20K -$879 -100 -4%
PFBT
434
Parkside Financial Bank & Trust
Missouri
$18.5K
AP
435
Advisors Preferred
Maryland
$17.2K -$6.32K -719 -25%
AF
436
Advisornet Financial
Minnesota
$16.4K +$1.76K +200 +11%
BC
437
Barrett & Company
Rhode Island
$16K
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$14K +$1.64K +186 +12%
SHIM
439
Stone House Investment Management
Pennsylvania
$13.4K +$13.2K +1,500 +867%
SL
440
Savior LLC
Massachusetts
$13.2K -$166K -18,851 -92%
HBW
441
Hazlett, Burt & Watson
West Virginia
$13K +$13.8K +1,570 New
WIM
442
Westside Investment Management
California
$12.8K
PWMG
443
Provence Wealth Management Group
California
$12.8K +$14.1K +1,600 New
CAL
444
Capital Advisors Ltd
Ohio
$12K
GJIA
445
Glass Jacobson Investment Advisors
Maryland
$12K
BBPWM
446
Blue Bell Private Wealth Management
Pennsylvania
$11.7K +$2.37K +270 +23%
QCG
447
Quadrant Capital Group
Ohio
$10.8K
LOIM
448
Liberty One Investment Management
Illinois
$10.5K +$1.17K +133 +11%
BFEC
449
Benjamin F. Edwards & Company
Missouri
$10K -$5.17K -588 -31%
PPWM
450
PFG Private Wealth Management
Florida
$9.99K +$11K +1,250 New