We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PTP
426
Platform Technology Partners
New York
$87.7K +$81.1K +11,155 New
KNW
427
Kesler Norman & Wride
Utah
$86.5K
KA
428
KLCM Advisors
Wisconsin
$86.5K
OHWP
429
Oak Harbor Wealth Partners
North Carolina
$86.5K +$7.27K +1,000 +10%
YCM
430
Yousif Capital Management
Michigan
$86K +$1.38K +190 +2%
JCM
431
Jacobi Capital Management
Pennsylvania
$85.6K
MAS
432
Meeder Advisory Services
Ohio
$85.3K +$78.9K +10,852 New
GC
433
Guggenheim Capital
Illinois
$85.2K +$78.8K +10,843 New
MA
434
Modus Advisors
Minnesota
$84.5K -$4.54K -625 -5%
AMG
435
Advisors Management Group
Wisconsin
$84K
WWM
436
Wolff Wiese Magana
California
$83.7K
PIA
437
Panoramic Investment Advisors
Colorado
$83.7K +$77.4K +10,650 New
WHG
438
Westwood Holdings Group
Texas
$83.7K
CI
439
Cigna Investments
Connecticut
$83K +$76.9K +10,578 New
BWP
440
Balboa Wealth Partners
Arizona
$82.1K +$76K +10,450 New
HH
441
Hilltop Holdings
Texas
$81.7K -$20.5K -2,825 -21%
WFPG
442
Waller Financial Planning Group
Ohio
$81.2K +$378 +52 +0.5%
Brown Advisory
443
Brown Advisory
Maryland
$80.6K -$130K -17,948 -64%
CAI
444
Capital Advisors Inc
Oklahoma
$80.6K -$13.4K -1,846 -15%
GWANC
445
Guardian Wealth Advisors (North Carolina)
North Carolina
$80.1K -$28.6K -3,931 -28%
EWA
446
EverSource Wealth Advisors
Alabama
$80K -$12.7K -1,754 -15%
HIC
447
Hartline Investment Corp
Illinois
$79.4K -$154K -21,139 -68%
SB
448
Strategic Blueprint
Georgia
$79.1K -$451 -62 -0.6%
AW
449
Avion Wealth
Texas
$79K +$72.7K +10,000 +13,699%
CCWM
450
Cassaday & Co Wealth Management
Virginia
$78.6K -$3.27K -450 -4%