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Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1926
Jaffetilchin Investment Partners
Florida
$624K -$44.1K -745 -6%
PL
1927
Parthenon LLC
Kentucky
$624K +$399K +6,750 +141%
TWP
1928
Tempus Wealth Planning
California
$623K -$5.38K -91 -0.8%
3C
1929
361 Capital
Colorado
$617K -$408K -6,895 -38%
ACM
1930
Anfield Capital Management
California
$617K -$80.6K -1,363 -11%
SIM
1931
Sadoff Investment Management
Wisconsin
$617K -$8.93K -151 -1%
GCA
1932
Gradient Capital Advisors
California
$617K +$14K +236 +2%
CYG
1933
Clean Yield Group
Vermont
$616K -$106K -1,800 -14%
RWM
1934
Ritholtz Wealth Management
New York
$615K -$300K -5,063 -31%
SFP
1935
Shepherd Financial Partners
Massachusetts
$614K +$175K +2,953 +35%
WC
1936
Weil Company
California
$612K -$37.9K -640 -5%
SAM
1937
Secure Asset Management
Michigan
$611K -$85.8K -1,451 -11%
SAM
1938
S.A. Mason
Michigan
$611K -$7.51K -127 -1%
BFO
1939
Biltmore Family Office
North Carolina
$610K +$3.61K +61 +0.5%
MFW
1940
Mosaic Family Wealth
Missouri
$608K +$1.42K +24 +0.2%
KF
1941
Krilogy Financial
Missouri
$608K +$34K +575 +5%
ZB
1942
Zions Bancorporation
Utah
$607K -$116K -1,959 -15%
LWP
1943
Legacy Wealth Planning
Nevada
$607K +$1.01K +17 +0.2%
PGWM
1944
Parisi Gray Wealth Management
New Jersey
$607K +$1.6K +27 +0.2%
WCG
1945
Weaver Consulting Group
California
$605K +$160K +2,700 +32%
AP
1946
Adero Partners
California
$604K -$1.33M -22,543 -67%
PA
1947
PSI Advisors
Florida
$603K -$341K -5,769 -34%
AAM
1948
Autus Asset Management
Arizona
$602K -$104K -1,757 -14%
DWM
1949
Dorchester Wealth Management
Quebec, Canada
$601K -$59K -997 -8%
BIC
1950
Beach Investment Counsel
Pennsylvania
$596K – – –
76 77
78
79 80