We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
1026
Brown Advisory
Maryland
– -$333K -12,706 Closed
SW
1027
SteelPeak Wealth
California
– -$324K -12,381 Closed
NW
1028
NewEdge Wealth
Pennsylvania
– -$324K -12,362 Closed
MPWS
1029
McCarter Private Wealth Services
Massachusetts
– -$321K -12,276 Closed
HH
1030
Hilltop Holdings
Texas
– -$321K -12,269 Closed
TVM
1031
True Vision MN
Minnesota
– -$318K -12,136 Closed
PWP
1032
Prasad Wealth Partners
Ohio
– -$311K -11,872 Closed
SAG
1033
SageView Advisory Group
California
– -$309K -11,784 Closed
RWA
1034
Rooted Wealth Advisors
Illinois
– -$241K -11,615 Closed
SEA
1035
Stegent Equity Advisors
Texas
– -$303K -11,589 Closed
WI
1036
WBI Investments
New Jersey
– -$301K -11,508 Closed
IAS
1037
Insigneo Advisory Services
Florida
– -$292K -11,144 Closed
OCA
1038
OpenArc Corporate Advisory
Georgia
– -$288K -11,002 Closed
MIH
1039
Meitav Investment House
Israel
– -$288K -11,000 Closed
SCM
1040
Steele Capital Management
Iowa
– -$281K -10,750 Closed
PGWM
1041
Parisi Gray Wealth Management
New Jersey
– -$276K -10,545 Closed
MSFS
1042
Main Street Financial Solutions
Pennsylvania
– -$275K -10,493 Closed
PPWP
1043
Premier Path Wealth Partners
New Jersey
– -$274K -10,464 Closed
Natixis Advisors
1044
Natixis Advisors
Massachusetts
– -$270K -10,309 Closed
EWA
1045
EP Wealth Advisors
California
– -$254K -9,707 Closed
MFS
1046
Mirabella Financial Services
United Kingdom
– -$250K -9,534 Closed
DZ Bank
1047
DZ Bank
Germany
– -$249K -9,525 Closed
FRA
1048
Frank Rimerman Advisors
California
– -$248K -9,484 Closed
BI
1049
Bramshill Investments
Florida
– -$236K -9,000 Closed
IWS
1050
Integrity Wealth Solutions
Colorado
– -$234K -8,926 Closed