We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CH
401
Cromwell Holdings
Wyoming
$535 – – –
MCM
402
MV Capital Management
Maryland
$506 +$73 +3 +21%
TWD
403
True Wealth Design
Ohio
$446 – – –
DPW
404
DiNuzzo Private Wealth
Pennsylvania
$417 +$269 +11 +367%
FHC
405
First Horizon Corporation
Tennessee
$416 – – –
HIA
406
HFM Investment Advisors
New Jersey
$386 +$244 +10 +333%
PWA
407
Principia Wealth Advisory
Texas
$357 – – –
GEA
408
Glen Eagle Advisors
New Jersey
$297 – – –
M
409
MOTCO
Texas
$297 – – –
Kayne Anderson Rudnick Investment Management
410
Kayne Anderson Rudnick Investment Management
California
$268 – – –
LWMI
411
Legacy Wealth Management (Idaho)
Idaho
$268 – – –
II
412
Inspire Investing
Idaho
$238 – – –
AWM
413
Activest Wealth Management
Florida
$208 +$171 +7 New
AssetMark Inc
414
AssetMark Inc
California
$149 – – –
BCWM
415
Bartlett & Co Wealth Management
Ohio
$143 +$122 +5 New
CCWM
416
Cassaday & Co Wealth Management
Virginia
$119 +$98 +4 New
VWM
417
Vermillion Wealth Management
Minnesota
$119 +$98 +4 New
3FI
418
3 Factor Indexing
California
$90 +$73 +3 New
CW
419
Curio Wealth
Maryland
$89 +$73 +3 New
RWM
420
Raffa Wealth Management
District of Columbia
$59 +$49 +2 New
VWA
421
Valued Wealth Advisors
Utah
$32 – – –
OAG
422
Orbis Allan Gray
Bermuda
– -$79.2M -3,804,561 Closed
Voloridge Investment Management
423
Voloridge Investment Management
Florida
– -$16.6M -794,711 Closed
MCM
424
Masters Capital Management
Georgia
– -$14.6M -700,000 Closed
JG
425
Jain Global
New York
– -$13.9M -667,101 Closed