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SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
W
701
WealthCollab
Washington
$106K
CFB
702
Cullen/Frost Bankers
Texas
$104K +$16.1K +678 +21%
AWM
703
AllSquare Wealth Management
New York
$100K
RFP
704
Root Financial Partners
California
$99.6K +$89.4K +3,768 New
LWMI
705
Legacy Wealth Management (Idaho)
Idaho
$97.8K +$8.97K +378 +11%
CA
706
Clearstead Advisors
Ohio
$97.3K +$522 +22 +0.6%
AUB
707
Atlantic Union Bankshares
Virginia
$90.9K
OCM
708
Orion Capital Management
California
$89.8K +$80.7K +3,400 New
EDRH
709
Edmond de Rothschild Holding
Switzerland
$89K
GA
710
Guerra Advisors
Florida
$87.9K +$78.9K +3,326 New
O
711
Ossiam
France
$86K +$77.2K +3,255 New
WIM
712
Westside Investment Management
California
$85.5K
GCS
713
Gordian Capital (Singapore)
Singapore
$84.5K +$75.9K +3,200 New
WANY
714
Wealthspire Advisors (New York)
New York
$82K +$73.7K +3,105 New
CJ
715
Caitlin John
Michigan
$79.3K +$71.2K +3,000 New
SAM
716
Smartleaf Asset Management
Massachusetts
$77.7K +$23.7K +1,000 +55%
Fifth Third Bancorp
717
Fifth Third Bancorp
Ohio
$74.9K +$59.3K +2,500 +744%
LI
718
LRI Investments
Florida
$73K +$65.6K +2,764 New
FHC
719
First Horizon Corporation
Tennessee
$71.6K +$64.3K +2,711 New
AIC
720
Archer Investment Corporation
Indiana
$66K
IWP
721
IAG Wealth Partners
Wisconsin
$65K
MA
722
MCF Advisors
Kentucky
$64.7K -$14.8K -624 -20%
CSPIA
723
Cary Street Partners Investment Advisory
Virginia
$62.8K +$42.2K +1,778 +297%
NEWAS
724
N.E.W. Advisory Services
Wisconsin
$60.2K -$61.1K -2,574 -53%
GBT
725
Grove Bank & Trust
Florida
$52.9K +$28.6K +1,207 +151%