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Amdocs
DOX

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
351
Callan Capital
California
$242K +$232K +2,762 New
FL
352
Fort LP
Maryland
$238K -$505 -6 -0.2%
RBC
353
Romano Brothers & Co
Illinois
$236K – – –
P
354
&Partners
Tennessee
$236K +$227K +2,693 New
SPIA
355
Steward Partners Investment Advisory
New York
$233K +$47.1K +560 +27%
CSPIA
356
Cary Street Partners Investment Advisory
Virginia
$232K +$589 +7 +0.3%
SC
357
Savant Capital
Illinois
$232K +$223K +2,649 New
TPWM
358
Twelve Points Wealth Management
Massachusetts
$231K +$222K +2,635 New
HJIM
359
Henry James International Management
New York
$229K -$2.52K -30 -1%
SCA
360
Snowden Capital Advisors
New York
$227K -$9.43K -112 -4%
CAM
361
Claret Asset Management
Quebec, Canada
$227K +$1.18K +14 +0.5%
MC
362
Machina Capital
France
$227K +$218K +2,590 New
FIA
363
Foundations Investment Advisors
Arizona
$226K +$218K +2,589 New
AC
364
Aristides Capital
Kentucky
$226K -$891K -10,585 -80%
ONB
365
Old National Bancorp
Indiana
$224K -$27.6K -328 -11%
OIA
366
OneDigital Investment Advisors
Kansas
$223K +$214K +2,547 New
LNWWM
367
Laird Norton Wetherby Wealth Management
California
$221K -$19.6K -233 -8%
FFM
368
Forum Financial Management
Illinois
$219K +$210K +2,501 New
AG
369
Ascent Group
Virginia
$218K +$209K +2,489 New
ACA
370
Atlas Capital Advisors
Wyoming
$214K +$142K +1,682 +220%
QCM
371
QRG Capital Management
Illinois
$208K +$201K +2,383 New
TAM
372
Tucker Asset Management
Colorado
$205K -$59.8K -710 -23%
PWP
373
Phillips Wealth Planners
Mississippi
$204K +$191K +2,272 New
KWM
374
KFG Wealth Management
Indiana
$202K -$43.3K -515 -18%
AWM
375
Axxcess Wealth Management
California
$202K -$34.9K -415 -15%
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15
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