We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
501
McAlister Sweet & Associates
Texas
-$62K -11,700 Closed
PRC
502
Pearl River Capital
Michigan
-$61K -11,600 Closed
KFP
503
KMG Fiduciary Partners
Ohio
-$58K -11,094 Closed
S
504
Seeyond
France
-$54K -10,367 Closed
SW
505
SteelPeak Wealth
California
-$54K -10,340 Closed
Robeco Institutional Asset Management
506
Robeco Institutional Asset Management
Netherlands
-$22K -4,124 Closed
VVP
507
Venture Visionary Partners
Ohio
-$21.6K -4,100 Closed
CCM
508
Cribstone Capital Management
Maine
-$4K -750 Closed
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
-$4K -742 Closed
SIC
510
Salem Investment Counselors
North Carolina
-$3K -550 Closed
TIM
511
Tortoise Investment Management
New York
-$3K -500 Closed
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
-$1K -172 Closed
TAM
513
Tucker Asset Management
Colorado
-$822 -156 Closed
WAM
514
Worth Asset Management
Texas
-$1K -150 Closed
BMD
515
Better Money Decisions
New Mexico
-$1K -106 Closed
VCM
516
Versant Capital Management
Arizona
-$538 -85 -50%
AA
517
Ancora Advisors
Ohio
-$209 -33 -33%
CAL
518
Capital Advisors Ltd
Ohio
+$120 +19 New
LS
519
Leelyn Smith
Illinois
+$418 +66 New
BWM
520
BerganKDV Wealth Management
Minnesota
+$424 +67 New
PWS
521
Paragon Wealth Strategies
Florida
+$607 +96 New
HGERS
522
Householder Group Estate & Retirement Specialist
Arizona
+$1.26K +200 New