We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
176
Capital Advisors Wealth Management
Washington
$337K -$18.4K -3,720 -5%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$335K +$360K +72,535 New
AWM
178
AE Wealth Management
Kansas
$332K +$1.74K +350 +0.5%
GPFA
179
Game Plan Financial Advisors
Ohio
$327K +$133K +26,900 +61%
FC
180
Fore Capital
New York
$323K +$347K +70,000 New
SWM
181
SeaCrest Wealth Management
New York
$315K -$89.3K -18,000 -21%
PAMS
182
Pictet Asset Management (Switzerland)
Switzerland
$310K +$131K +26,494 +65%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$307K -$93.6K -18,874 -22%
AIM
184
Aigen Investment Management
New York
$304K +$327K +65,977 New
CIG
185
Consolidated Investment Group
Colorado
$290K – – –
APP
186
Alpha Paradigm Partners
Illinois
$290K +$81.6K +16,443 +35%
ProShare Advisors
187
ProShare Advisors
Maryland
$288K +$39.1K +7,892 +14%
KAS
188
Kestra Advisory Services
Texas
$285K -$49.9K -10,067 -14%
SLWA
189
San Luis Wealth Advisors
California
$284K -$13.7K -2,757 -4%
MSRPS
190
Maryland State Retirement & Pension System
Maryland
$282K +$303K +61,186 New
BPA
191
Beacon Pointe Advisors
California
$278K +$192K +38,720 +179%
RMCM
192
Reynders McVeigh Capital Management
Massachusetts
$278K -$956K -192,774 -76%
AWA
193
Alta Wealth Advisors
Massachusetts
$273K -$99.7K -20,100 -25%
Envestnet Asset Management
194
Envestnet Asset Management
Illinois
$267K -$113K -22,739 -28%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$266K +$13.6K +2,735 +5%
BL
196
Balentine LLC
Georgia
$262K +$223K +45,042 +382%
Amundi
197
Amundi
France
$249K +$132K +26,541 +122%
LNC
198
Lincoln National Corp
Pennsylvania
$246K +$1.7K +342 +0.6%
IAN
199
Integrated Advisors Network
Texas
$240K +$122K +24,597 +89%
AG
200
Algert Global
California
$235K +$253K +50,940 New