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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1926
Barber Financial Group
Kansas
$247K +$220K +840 New
SWA
1927
Stratos Wealth Advisors
Ohio
$245K -$1.05M -4,006 -83%
WB
1928
Webster Bank
Connecticut
$245K – – –
AWE
1929
Avidian Wealth Enterprises
Texas
$244K +$218K +832 New
FCMT
1930
Founders Capital Management (Texas)
Texas
$243K – – –
CWM
1931
Concentric Wealth Management
California
$243K +$216K +825 New
FFG
1932
Fortem Financial Group
California
$242K -$112K -427 -34%
FAM
1933
Formidable Asset Management
Ohio
$242K +$212K +810 New
AIM
1934
Aspen Investment Management
Michigan
$241K +$214K +818 New
FUBT
1935
First United Bank & Trust
Maryland
$241K +$215K +820 New
EWM
1936
Elite Wealth Management
Washington
$240K +$213K +815 New
SGK
1937
Steigerwald Gordon & Koch
Virginia
$240K +$213K +815 New
EMB
1938
Elefante Mark B
$240K +$213K +816 New
HJMC
1939
Hellman Jordan Management Company
Massachusetts
$240K +$213K +816 New
IIA
1940
ICW Investment Advisors
Arizona
$240K +$214K +817 New
BRM
1941
Boston Research & Management
Massachusetts
$240K +$214K +818 New
RM
1942
Resource Management
Louisiana
$239K -$65.1K -249 -23%
AWM
1943
Aberdeen Wealth Management
Illinois
$239K +$213K +813 New
CAM
1944
Crestone Asset Management
Colorado
$239K +$213K +814 New
RWG
1945
Regal Wealth Group
California
$238K +$1.05K +4 +0.5%
DS
1946
DRW Securities
Illinois
$238K +$212K +809 New
OLA
1947
Oliver Luxxe Assets
New Jersey
$238K +$212K +809 New
BAM
1948
Bruderman Asset Management
New York
$238K +$212K +812 New
OCM
1949
One Capital Management
California
$237K +$211K +807 New
DWM
1950
Doyle Wealth Management
Florida
$236K +$210K +803 New
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78
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