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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
376
Prio Wealth Limited Partnership
Massachusetts
$419K – – –
WJWM
377
Williams Jones Wealth Management
New York
$406K +$50.3K +664 +14%
BIAS
378
Beacon Investment Advisory Services
New Jersey
$405K -$26.3K -348 -6%
NME
379
Notis-McConarty Edward
$404K – – –
3AM
380
3D Asset Management
Connecticut
$403K – – –
WWM
381
Western Wealth Management
Colorado
$402K +$122K +1,608 +42%
LRIC
382
Long Road Investment Counsel
Michigan
$386K – – –
LP
383
LMR Partners
United Kingdom
$384K -$554K -7,323 -59%
JFM
384
Jackson Financial Management
California
$379K -$16K -211 -4%
SSWM
385
Smith Salley Wealth Management
North Carolina
$376K +$16.6K +219 +5%
BAC
386
Boys Arnold & Co
North Carolina
$373K – – –
BFO
387
Boston Family Office
Massachusetts
$371K -$457K -6,045 -55%
EAM
388
Evanson Asset Management
California
$368K +$9.16K +121 +3%
ClearBridge Investments
389
ClearBridge Investments
New York
$361K +$358K +4,726 +4,296%
AIM
390
Axiom Investment Management
New York
$359K – – –
PI
391
PEAK6 Investments
Illinois
$356K +$362K +4,788 New
CTA
392
Chesley Taft & Associates
Illinois
$354K – – –
FFBTD
393
First Financial Bank - Trust Division
Ohio
$354K – – –
PAG
394
Private Advisory Group
Washington
$353K +$359K +4,748 New
TW
395
Transform Wealth
Colorado
$351K – – –
NB
396
NBT Bank
New York
$348K +$354K +4,682 New
GCA
397
Greenwood Capital Associates
South Carolina
$340K +$27.2K +360 +9%
CI
398
Cigna Investments
Connecticut
$331K -$32.3K -427 -9%
HW
399
Hancock Whitney
Mississippi
$328K +$335K +4,420 New
TBNY
400
Trustco Bank (New York)
New York
$326K – – –