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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
JFM
383
Jackson Financial Management
California
$379K -$16K -211 -4%
SSWM
384
Smith Salley Wealth Management
North Carolina
$376K +$16.6K +219 +5%
BAC
385
Boys Arnold & Co
North Carolina
$373K
BFO
386
Boston Family Office
Massachusetts
$371K -$457K -6,045 -55%
EAM
387
Evanson Asset Management
California
$368K +$9.16K +121 +3%
ClearBridge Investments
388
ClearBridge Investments
New York
$361K +$358K +4,726 +4,296%
AIM
389
Axiom Investment Management
New York
$359K
PI
390
PEAK6 Investments
Illinois
$356K +$362K +4,788 New
CTA
391
Chesley Taft & Associates
Illinois
$354K
FFBTD
392
First Financial Bank - Trust Division
Ohio
$354K
PAG
393
Private Advisory Group
Washington
$353K +$359K +4,748 New
TW
394
Transform Wealth
Colorado
$351K
NB
395
NBT Bank
New York
$348K +$354K +4,682 New
GCA
396
Greenwood Capital Associates
South Carolina
$340K +$27.2K +360 +9%
CI
397
Cigna Investments
Connecticut
$331K -$32.3K -427 -9%
HW
398
Hancock Whitney
Mississippi
$328K +$335K +4,420 New
TBNY
399
Trustco Bank (New York)
New York
$326K
MCM
400
MAI Capital Management
Ohio
$325K +$11.5K +152 +4%