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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
SOA Wealth Advisors
New York
$59.7K -$7.21K -500 -9%
DekaBank Deutsche Girozentrale
527
DekaBank Deutsche Girozentrale
Germany
$58K
PA
528
PSI Advisors
Florida
$56.8K
CFB
529
Cullen/Frost Bankers
Texas
$56.5K +$66K +4,582 +1,636%
CI Investments Inc
530
CI Investments Inc
Ontario, Canada
$56K -$11.7K -811 -14%
TWC
531
TD Waterhouse Canada
Ontario, Canada
$54.4K -$57.4K -3,980 -47%
FFA
532
Farther Finance Advisors
California
$51.8K +$26.5K +1,839 +73%
TIM
533
Tortoise Investment Management
New York
$51.6K
Amundi
534
Amundi
France
$51.2K -$38.9M -2,700,373 -100%
T
535
Tidemark
California
$50.9K +$53.4K +3,707 +552%
SIS
536
Strategic Investment Solutions
Illinois
$49.7K +$54.4K +3,773 +755%
EWA
537
EverSource Wealth Advisors
Alabama
$49.5K -$68.3K -4,739 -53%
BWL
538
Bogart Wealth LLC
Virginia
$47K +$58.2K +4,038 New
W
539
WealthCollab
Washington
$46.5K
BONH
540
Bank of New Hampshire
New Hampshire
$46.5K +$14.4K +1,000 +33%
BAM
541
Byrne Asset Management
New Jersey
$45K +$55.8K +3,872 New
MIFH
542
Migdal Insurance & Financial Holdings
Israel
$45K +$56.2K +3,900 New
WIM
543
Westside Investment Management
California
$42K +$3.6K +250 +8%
SSB
544
Sandy Spring Bank
Maryland
$40K +$432 +30 +0.9%
CWM
545
Copia Wealth Management
Oregon
$39.7K +$47.8K +3,316 +3,316%
EDRH
546
Edmond de Rothschild Holding
Switzerland
$39.2K +$48.6K +3,370 New
GM
547
GeoWealth Management
Illinois
$38.2K
LWMI
548
Legacy Wealth Management (Idaho)
Idaho
$37.7K
MCM
549
MAI Capital Management
Ohio
$35.9K +$1.34K +93 +3%
MA
550
MCF Advisors
Kentucky
$35.7K +$24.1K +1,671 +119%