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Amdocs
DOX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
MAI Capital Management
Ohio
– -$123K -1,884 Closed
ASN
502
Advisory Services Network
Georgia
– -$70.1K -1,074 Closed
QCG
503
Quadrant Capital Group
Ohio
– -$53.3K -817 Closed
RFP
504
Root Financial Partners
California
– -$30.1K -461 Closed
AUB
505
Atlantic Union Bankshares
Virginia
– -$29.3K -449 Closed
HCA
506
Harbor Capital Advisors
Illinois
– -$21K -317 Closed
IAAG
507
Innovative Asset Advisors Group
Connecticut
– -$14.2K -215 Closed
WETS
508
Wealth Enhancement Trust Services
South Dakota
– -$11.9K -183 Closed
FPF
509
First Pacific Financial
Washington
– -$7.77K -119 Closed
RTC
510
Riverview Trust Company
Washington
– -$7.5K -115 Closed
WA
511
Whipplewood Advisors
Colorado
– -$4.83K -74 Closed
S
512
Sachetta
Massachusetts
– -$4.44K -68 Closed
WIM
513
Westside Investment Management
California
– -$4.38K -66 Closed
SEP
514
Signature Equity Partners
Ohio
– -$3.79K -58 Closed
SIS
515
Sound Income Strategies
Florida
– -$2.8K -43 Closed
AWA
516
Acumen Wealth Advisors
Tennessee
– -$2.57K -39 Closed
IWS
517
Intentional Wealth Strategies
Colorado
– -$2.42K -37 Closed
CCWM
518
Cassaday & Co Wealth Management
Virginia
– -$1.76K -27 Closed
PMFA
519
Plante Moran Financial Advisors
Michigan
– -$1.63K -25 Closed
BGAI
520
Bruce G. Allen Investments
Colorado
– -$1.5K -23 Closed
HWP
521
Highline Wealth Partners
California
– -$1.44K -22 Closed
AFG
522
Albion Financial Group
Utah
– -$1.18K -18 Closed
Twin Tree Management
523
Twin Tree Management
Texas
– -$1.1K -18 Closed
PWA
524
Principia Wealth Advisory
Texas
– -$1.11K -17 Closed
PMAM
525
Picton Mahoney Asset Management
Ontario, Canada
– -$848 -13 Closed
18 19 20
21
22