We are live on ! Find out more
SOFI icon

SoFi Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AE Wealth Management
Kansas
$722K -$134K -16,868 -15%
MSRPS
202
Maryland State Retirement & Pension System
Maryland
$721K – – –
JIP
203
Jaffetilchin Investment Partners
Florida
$716K +$173K +21,706 +43%
KAS
204
Kestra Advisory Services
Texas
$706K +$101K +12,676 +22%
Corient Private Wealth
205
Corient Private Wealth
Florida
$700K +$20.6K +2,588 +4%
WWM
206
Wolff Wiese Magana
California
$666K -$138K -17,318 -21%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$655K +$11.9K +1,498 +2%
SW
208
Solidarity Wealth
Utah
$653K -$6.41K -806 -1%
SA
209
Strategic Advocates
Utah
$650K – – –
Baird Financial Group
210
Baird Financial Group
Wisconsin
$649K +$518K +65,182 New
CIG
211
Consolidated Investment Group
Colorado
$627K – – –
TCM
212
Teza Capital Management
Illinois
$626K +$500K +62,913 New
Wellington Management Group
213
Wellington Management Group
Massachusetts
$622K -$10.5K -1,324 -2%
HVCM
214
Hel Ved Capital Management
Hong Kong
$622K +$497K +62,500 New
HT
215
Headlands Technologies
Illinois
$612K +$489K +61,492 New
ASN
216
Advisory Services Network
Georgia
$608K -$19.4K -2,443 -4%
MIC
217
Means Investment Company
Maine
$605K +$38.2K +4,809 +9%
HI
218
Harbour Investments
Wisconsin
$604K +$24K +3,025 +5%
BHCM
219
Brevan Howard Capital Management
Jersey
$600K +$479K +60,280 New
SW
220
SVB Wealth
Massachusetts
$587K -$979K -123,206 -68%
SLWA
221
San Luis Wealth Advisors
California
$587K -$15.9K -2,001 -3%
Principal Financial Group
222
Principal Financial Group
Iowa
$586K -$5.3M -666,794 -92%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$585K -$18M -2,259,123 -97%
GVAG
224
Great Valley Advisor Group
Delaware
$580K +$463K +58,276 New
Prudential Financial
225
Prudential Financial
New Jersey
$579K +$70.6K +8,880 +18%