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Amdocs
DOX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
376
SJS Investment Consulting
Ohio
$10.1K +$12.2K +199 +19,900%
KFAS
377
Keating Financial Advisory Services
Kansas
$8.89K +$3.01K +49 +39%
FC
378
Financial Consulate
Maryland
$8.85K – – –
SAM
379
Smartleaf Asset Management
Massachusetts
$8.54K – – –
LFG
380
Larson Financial Group
Missouri
$8.29K -$5.83K -95 -37%
TPCW
381
TD Private Client Wealth
New York
$8.24K +$2.08K +34 +26%
PWPS
382
Pinnacle Wealth Planning Services
Ohio
$7.63K +$1.41K +23 +18%
BFS
383
Bare Financial Services
Pennsylvania
$7.08K +$7.67K +125 +833%
CFO
384
CVA Family Office
Colorado
$6.92K -$17.8K -291 -68%
AA
385
Addison Advisors
Vermont
$6.87K -$2.64K -43 -24%
OCWP
386
Owl Creek Wealth Partners
Colorado
$6.82K -$8.28K -135 -50%
OA
387
Operose Advisors
Wisconsin
$6.32K – – –
BWS
388
Buck Wealth Strategies
Colorado
$6.17K +$7.48K +122 New
CA
389
Clearstead Advisors
Ohio
$5.76K +$6.99K +114 New
CMA
390
Cedar Mountain Advisors
Oregon
$4.9K – – –
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$4.55K -$11.5K -188 -68%
AS
392
Altshuler Shaham
Israel
$4.35K +$2.7K +44 +105%
TWD
393
True Wealth Design
Ohio
$3.54K -$2.39K -39 -36%
UB
394
UMB Bank
Missouri
$3.39K +$1.84K +30 +81%
FA
395
Fedenia Advisers
Wisconsin
$3.39K +$4.11K +67 New
AFC
396
Ares Financial Consulting
California
$3.08K – – –
BIA
397
Bell Investment Advisors
California
$2.98K +$1.41K +23 +64%
CFD
398
Creative Financial Designs
Indiana
$2.93K +$1.53K +25 +76%
SC
399
SouthState Corp
Florida
$2.83K +$3.44K +56 New
SGFG
400
Silver Grove Financial Group
New York
$2.78K +$1.78K +29 +112%
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16
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