We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
751
Los Angeles Capital Management
California
$155K +$149K +5,331 New
GWM
752
Geneos Wealth Management
Colorado
$139K
SWA
753
SOA Wealth Advisors
New York
$137K +$2.79K +100 +2%
CWM
754
Copia Wealth Management
Oregon
$134K -$27.5K -988 -16%
IRAG
755
Investment Research & Advisory Group
Georgia
$132K +$529 +19 +0.4%
T
756
Tidemark
California
$129K -$17.2K -616 -11%
LWM
757
Lodestone Wealth Management
Washington
$127K +$135K +4,842 New
OCM
758
Orion Capital Management
California
$120K +$33.4K +1,200 +35%
LA
759
LM Advisors
California
$120K -$3.44M -123,353 -98%
ZBNA
760
Zions Bancorporation, National Association
Utah
$112K +$119K +4,271 New
EWM
761
Evolution Wealth Management
Florida
$111K
HHCP
762
Hilton Head Capital Partners
South Carolina
$110K +$117K +4,214 New
BONH
763
Bank of New Hampshire
New Hampshire
$110K
OAM
764
Ostrum Asset Management
France
$108K -$38K -1,365 -25%
FHA
765
Flagship Harbor Advisors
Massachusetts
$107K -$132K -4,752 -54%
CFB
766
Cullen/Frost Bankers
Texas
$106K +$3.18K +114 +3%
EP
767
Essential Partners
California
$106K
W
768
WealthCollab
Washington
$105K
LWMI
769
Legacy Wealth Management (Idaho)
Idaho
$96.9K
SAM
770
Smartleaf Asset Management
Massachusetts
$95.7K +$21.8K +783 +28%
BWA
771
Basecamp Wealth Advisors
Washington
$91.7K +$97.6K +3,504 New
AUB
772
Atlantic Union Bankshares
Virginia
$90.1K
WIM
773
Westside Investment Management
California
$89.6K
EWA
774
EverSource Wealth Advisors
Alabama
$88.7K -$33.3K -1,196 -26%
EDRH
775
Edmond de Rothschild Holding
Switzerland
$88.2K