We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
476
Verdence Capital Advisors
Maryland
$136K +$168K +11,665 New
TPA
477
Trivium Point Advisory
Connecticut
$136K +$18.1K +1,255 +12%
GJWM
478
Gilliland Jeter Wealth Management
Arkansas
$134K
SAG
479
SageView Advisory Group
California
$134K -$20.2K -1,401 -11%
MCM
480
M1 Capital Management
Michigan
$133K +$164K +11,400 New
PS
481
Principal Securities
Iowa
$132K
CCC
482
Compass Capital Corp
Massachusetts
$131K +$18.2K +1,260 +13%
PWM
483
Prosperity Wealth Management
California
$131K -$142K -9,825 -47%
Franklin Resources
484
Franklin Resources
California
$130K +$161K +11,200 New
AMG
485
Advisors Management Group
Wisconsin
$130K -$1.44K -100 -0.9%
CF
486
Centaurus Financial
California
$130K -$634 -44 -0.4%
CAU
487
Caxton Associates (UK)
$129K +$160K +11,132 New
CW
488
CreativeOne Wealth
Kansas
$128K -$16.9K -1,170 -10%
KA
489
KLCM Advisors
Wisconsin
$128K
PCM
490
Palisade Capital Management
New Jersey
$128K +$159K +11,000 New
HWM
491
Horizon Wealth Management
Illinois
$128K +$158K +10,980 New
DT
492
Diversified Trust
Tennessee
$127K +$158K +10,938 New
VWA
493
Visionary Wealth Advisors
Illinois
$126K -$620 -43 -0.4%
CCM
494
Coldstream Capital Management
Washington
$125K -$56.7K -3,934 -27%
PMWMG
495
Parr McKnight Wealth Management Group
Minnesota
$124K +$2.88K +200 +2%
PIA
496
Panoramic Investment Advisors
Colorado
$124K
WHG
497
Westwood Holdings Group
Texas
$124K
GWMIA
498
Global Wealth Management Investment Advisory
Florida
$123K +$153K +10,612 New
CI
499
Cigna Investments
Connecticut
$123K
JCM
500
Jacobi Capital Management
Pennsylvania
$123K