We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Stockman Wealth Management
Montana
-$189K -20,000 Closed
GAM
502
Griffin Asset Management
New York
-$184K -19,485 Closed
QC
503
QCM Cayman
Texas
-$158K -16,771 Closed
Neuberger Berman Group
504
Neuberger Berman Group
New York
-$141K -14,948 Closed
PP
505
Prudential plc
United Kingdom
-$133K -14,084 Closed
SWA
506
SFMG Wealth Advisors
Texas
-$128K -13,497 Closed
LNWWM
507
Laird Norton Wetherby Wealth Management
California
-$126K -13,360 Closed
BS
508
Boenning & Scattergood
Pennsylvania
-$124K -13,150 Closed
BTWM
509
Baker Tilly Wealth Management
Wisconsin
-$122K -12,920 Closed
BMSSC
510
B. Metzler seel. Sohn & Co
Germany
-$112K -11,849 Closed
Franklin Resources
511
Franklin Resources
California
-$109K -11,545 Closed
Bank of Nova Scotia
512
Bank of Nova Scotia
Ontario, Canada
-$107K -11,281 Closed
IAA
513
Independent Advisor Alliance
North Carolina
-$106K -11,200 Closed
FT
514
Fiduciary Trust
Massachusetts
-$106K -11,176 Closed
WIA
515
World Investment Advisors
California
-$103K -10,903 Closed
HSA
516
HBK Sorce Advisory
Pennsylvania
-$101K -10,722 Closed
William Blair & Company
517
William Blair & Company
Illinois
-$98K -10,409 Closed
ECM
518
ExodusPoint Capital Management
New York
-$95K -10,100 Closed
VI
519
Vestcor Inc
New Brunswick, Canada
-$78K -8,292 Closed
CWC
520
Carolinas Wealth Consulting
North Carolina
-$76K -8,000 Closed
RCA
521
Reitz Capital Advisors
Michigan
-$56K -5,900 Closed
FIA
522
FNY Investment Advisers
New York
-$33.8K -5,000 Closed
FCA
523
FinTrust Capital Advisors
South Carolina
-$44K -4,650 Closed
FFWM
524
Future Financial Wealth Management
Ohio
-$36K -3,760 Closed
HA
525
Herold Advisors
New York
-$29.3K -3,100 Closed