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Amdocs
DOX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
426
Copeland Capital Management
Pennsylvania
$5K – – –
CA
427
Crewe Advisors
Utah
$4K -$9.19K -108 -71%
LF
428
Lee Financial
Texas
$4K +$3.49K +41 +1,367%
ACM
429
AUA Capital Management
Pennsylvania
$3.91K -$15.4K -181 -81%
GI
430
Gradient Investments
Minnesota
$3.73K +$936 +11 +37%
GRP
431
Global Retirement Partners
California
$3.6K -$425 -5 -11%
UB
432
UMB Bank
Missouri
$3K -$680 -8 -18%
VCM
433
Versant Capital Management
Arizona
$3K – – –
CAM
434
ClariVest Asset Management
California
$3K +$2.89K +34 New
ST
435
Sageworth Trust
Pennsylvania
$3K +$2.98K +35 New
SFG
436
Steward Financial Group
Texas
$3K +$3.4K +40 New
TWA
437
TCI Wealth Advisors
Arizona
$2.73K – – –
CA
438
CoreCap Advisors
Michigan
$2.73K +$2.55K +30 New
BAAM
439
Baker Avenue Asset Management
California
$2.54K +$2.38K +28 New
BHWM
440
Beaird Harris Wealth Management
Texas
$2.45K +$2.3K +27 New
FDCDDQ
441
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.36K – – –
DI
442
Disciplined Investments
Oklahoma
$2.27K -$170 -2 -7%
FCA
443
FinTrust Capital Advisors
South Carolina
$2.09K -$1.62K -19 -45%
SIC
444
SJS Investment Consulting
Ohio
$2K -$170 -2 -8%
MHR
445
Matthew Hamilton Rosenberg
$1.82K – – –
FFA
446
Farther Finance Advisors
California
$1.64K +$1.53K +18 New
BWM
447
BerganKDV Wealth Management
Minnesota
$1.54K – – –
RWM
448
Raffa Wealth Management
District of Columbia
$1.36K -$2.38K -28 -65%
PF
449
Phoenix Financial
Israel
$1.18K -$236K -2,778 -18%
EWA
450
EverSource Wealth Advisors
Alabama
$1.09K – – –
16 17
18
19 20