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Amdocs
DOX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
351
Aventus Investment Advisors
Florida
$19.2K – – –
SS
352
SBI Securities
Japan
$18.1K -$1.29K -21 -6%
PTC
353
Private Trust Company
Ohio
$17.4K – – –
OAJ
354
Ogorek Anthony Joseph
New York
$17K +$17.1K +279 +362%
IA
355
IFP Advisors
Florida
$16.9K -$27.9K -455 -58%
CFB
356
Cullen/Frost Bankers
Texas
$16.6K +$123 +2 +0.6%
ABWM
357
Alpine Bank Wealth Management
Colorado
$16K +$19.4K +316 New
RIL
358
Rothschild Investment LLC
Illinois
$15.8K +$16.6K +270 +628%
CPG
359
Cornerstone Planning Group
New Jersey
$14.8K – – –
SWM
360
Spire Wealth Management
Virginia
$14.5K +$61 +1 +0.3%
TCA
361
Trifecta Capital Advisors
Illinois
$13.9K – – –
PFBT
362
Parkside Financial Bank & Trust
Missouri
$13.1K +$2.76K +45 +21%
ZBNA
363
Zions Bancorporation, National Association
Utah
$13K +$15.3K +249 +2,767%
BW
364
Basepoint Wealth
Iowa
$12.5K – – –
EF
365
Entrust Financial
Pennsylvania
$12.2K – – –
CAL
366
Capital Analysts LLC
Pennsylvania
$12K – – –
AAS
367
Ameritas Advisory Services
Nebraska
$12K +$14.5K +237 New
BWL
368
Bogart Wealth LLC
Virginia
$11.7K +$14.2K +231 New
WSFS
369
Wilmington Savings Fund Society
Delaware
$11.6K – – –
MAM
370
Meeder Asset Management
Ohio
$11.4K +$13.9K +226 New
PGAM
371
Princeton Global Asset Management
New Jersey
$11.4K -$797 -13 -5%
BTI
372
Blue Trust Inc
Georgia
$11.3K -$24.6K -401 -64%
MO
373
McMillan Office
Michigan
$10.6K – – –
AWM
374
Activest Wealth Management
Florida
$10.5K +$10.7K +174 +527%
NF
375
Napier Financial
Massachusetts
$10.1K – – –
13 14
15
16 17