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
BWM
557
Bullock Wealth Management
Indiana
$1.24K +$536 +76 +65%
CAL
558
Capital Analysts LLC
Pennsylvania
$1K – – –
HBW
559
Hazlett, Burt & Watson
West Virginia
$1K – – –
TAM
560
Tucker Asset Management
Colorado
$912 – – –
DWA
561
Delos Wealth Advisors
Texas
$827 – – –
FP
562
Financial Perspectives
Minnesota
$826 – – –
Fifth Third Bancorp
563
Fifth Third Bancorp
Ohio
$793 – – –
BGAI
564
Bruce G. Allen Investments
Colorado
$780 – – –
DFC
565
DB Fitzpatrick & Co
Idaho
$694 +$388 +55 +110%
MG
566
Mather Group
Illinois
$694 +$578 +82 +631%
HPC
567
HM Payson & Co
Maine
$661 – – –
PP
568
Pacifica Partners
Canada
$651 +$705 +100 New
OP
569
ORG Partners
Indiana
$643 -$25.4K -3,599 -97%
PWMG
570
Private Wealth Management Group
New Jersey
$523 -$2.6K -369 -82%
DAM
571
Delta Asset Management
Tennessee
$496 – – –
MCM
572
MV Capital Management
Maryland
$410 +$204 +29 +88%
CFD
573
Creative Financial Designs
Indiana
$331 – – –
WFA
574
West Financial Advisors
Iowa
$324 – – –
DPW
575
DiNuzzo Private Wealth
Pennsylvania
$305 +$324 +46 New