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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
401
Itau Unibanco Holding S.A.
Brazil
$374K +$432K +4,169 New
AWG
402
Altus Wealth Group
Colorado
$371K – – –
VI
403
Versor Investments
New York
$365K +$209K +2,017 +98%
PP
404
Prudential plc
United Kingdom
$362K +$32.5K +314 +8%
SA
405
Syntax Advisors
New York
$355K +$37.1K +358 +10%
VCG
406
Vantage Consulting Group
Virginia
$355K +$37.1K +358 +10%
SPIA
407
Steward Partners Investment Advisory
New York
$349K +$104 +1 +0%
CA
408
CoreCap Advisors
Michigan
$348K +$5.91K +57 +1%
CWG
409
Crown Wealth Group
North Carolina
$347K -$43.9K -424 -10%
FCBT
410
First Citizens Bank & Trust
North Carolina
$346K +$17.1K +165 +4%
SSG
411
Summit Securities Group
New York
$345K +$365K +3,519 +1,086%
PCP
412
Proficio Capital Partners
Massachusetts
$344K -$2.8K -27 -0.7%
AWA
413
Arete Wealth Advisors
Illinois
$337K +$389K +3,751 New
I
414
IMPACTfolio
Colorado
$335K – – –
XT
415
XTX Topco
Cayman Islands
$333K +$385K +3,714 New
EF
416
Empirical Finance
Pennsylvania
$331K +$53.2K +513 +16%
PMA
417
Prudent Man Advisors
Illinois
$329K -$1.86K -18 -0.5%
SSWM
418
Smith Salley Wealth Management
North Carolina
$329K – – –
VI
419
Vestcor Inc
New Brunswick, Canada
$329K +$2.8K +27 +0.7%
MAM
420
Meeder Asset Management
Ohio
$328K -$72.4K -699 -16%
TBNY
421
Trustco Bank (New York)
New York
$322K – – –
FFM
422
Forum Financial Management
Illinois
$321K – – –
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K – – –
AIM
424
Anchor Investment Management
South Carolina
$319K – – –
AIM
425
Acropolis Investment Management
Missouri
$318K -$414 -4 -0.1%
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