We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
551
Triad Wealth Partners
Kansas
$1.65K +$1.76K +250 New
AWM
552
Avior Wealth Management
Nebraska
$1.58K +$1.69K +239 New
CPG
553
Cornerstone Planning Group
New Jersey
$1.54K
CSB
554
City State Bank
Iowa
$1.32K
MSFP
555
Mark Sheptoff Financial Planning
Connecticut
$1.32K
CAS
556
Coppell Advisory Solutions
Texas
$1.32K +$1.41K +200 New
CAL
557
Capital Analysts LLC
Pennsylvania
$1K
HBW
558
Hazlett, Burt & Watson
West Virginia
$1K
TAM
559
Tucker Asset Management
Colorado
$912
DWA
560
Delos Wealth Advisors
Texas
$827
FP
561
Financial Perspectives
Minnesota
$826
Fifth Third Bancorp
562
Fifth Third Bancorp
Ohio
$793
BGAI
563
Bruce G. Allen Investments
Colorado
$780
DFC
564
DB Fitzpatrick & Co
Idaho
$694 +$388 +55 +110%
MG
565
Mather Group
Illinois
$694 +$578 +82 +631%
HPC
566
HM Payson & Co
Maine
$661
PP
567
Pacifica Partners
Canada
$651 +$705 +100 New
OP
568
ORG Partners
Indiana
$643 -$25.4K -3,599 -97%
PWMG
569
Private Wealth Management Group
New Jersey
$523 -$2.6K -369 -82%
DAM
570
Delta Asset Management
Tennessee
$496
MCM
571
MV Capital Management
Maryland
$410 +$204 +29 +88%
CFD
572
Creative Financial Designs
Indiana
$331
WFA
573
West Financial Advisors
Iowa
$324
DPW
574
DiNuzzo Private Wealth
Pennsylvania
$305 +$324 +46 New
WPA
575
West Paces Advisors
Georgia
$297