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Name Holding Trade Value Shares
Change 		Change in
Stake
LFDLE
3501
La Financiere de L'Echiquier
France
$866K +$547K +4,258 +151%
SWMG
3502
Sanchez Wealth Management Group
Florida
$864K +$1.16K +9 +0.1%
WFO
3503
Wealthgate Family Office
Colorado
$860K +$904K +7,044 New
ACA
3504
Ackerman Capital Advisors
Texas
$848K – – –
MFGP
3505
Marshall Financial Group (Pennsylvania)
Pennsylvania
$838K +$42.4K +330 +5%
HS
3506
Horan Securities
United States
$829K +$233K +1,819 +37%
TPM
3507
Triasima Portfolio Management
Quebec, Canada
$828K – – –
FSG
3508
Financial Strategies Group
Michigan
$827K -$1.06M -8,264 -55%
NIM
3509
NuWave Investment Management
New Jersey
$827K +$869K +6,769 New
FI
3510
FormulaFolio Investments
Michigan
$825K -$41M -319,125 -98%
MCG
3511
MACRO Consulting Group
New Jersey
$822K +$608K +4,733 +237%
ARIS
3512
Advanced Research Investment Solutions
California
$820K +$213K +1,658 +33%
RA
3513
Riversedge Advisors
Delaware
$816K -$107K -830 -11%
FVCM
3514
F&V Capital Management
Florida
$814K -$715K -5,570 -46%
YAL
3515
Your Advocates Ltd
Texas
$810K -$513 -4 -0.1%
MFG
3516
Monumental Financial Group
Maryland
$808K +$849K +6,614 New
MWP
3517
MYCIO Wealth Partners
Pennsylvania
$807K – – –
RA
3518
Rodgers & Associates
Pennsylvania
$804K -$124K -965 -13%
CM
3519
Columbus Macro
Pennsylvania
$803K -$594K -4,628 -41%
CMA
3520
Cedar Mountain Advisors
Oregon
$799K +$385 +3 +0%
QT
3521
Quantamental Technologies
New York
$799K +$182K +1,419 +28%
P
3522
Palladiem
Pennsylvania
$794K -$67K -522 -7%
RWM
3523
Reston Wealth Management
Virginia
$794K -$40.2K -313 -5%
DC
3524
Defender Capital
North Carolina
$786K -$394K -3,073 -32%
FTA
3525
Financial & Tax Architects
Missouri
$776K +$815K +6,349 New
139 140
141
142 143