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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
UFF
401
USA Financial Formulas
Michigan
$964K +$889K +7,579 New
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$963K +$4.69K +40 +0.5%
TIM
403
Thornburg Investment Management
New Mexico
$953K
AAS
404
Avantax Advisory Services
Texas
$951K +$44.7K +381 +5%
WT
405
Whittier Trust
California
$947K -$112K -955 -11%
SP
406
Symmetry Partners
Connecticut
$933K
First Manhattan
407
First Manhattan
New York
$928K
TF
408
TLWM Financial
Texas
$918K -$15.1K -129 -2%
DWM
409
Dynasty Wealth Management
Florida
$912K +$841K +7,173 New
HEIP
410
Hudson Edge Investment Partners
New Jersey
$905K +$834K +7,115 New
CA
411
Clearstead Advisors
Ohio
$875K -$58.4K -498 -6%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$870K +$86.9K +741 +12%
VF
413
Vest Financial
Virginia
$860K +$792K +6,759 New
HI
414
Humankind Investments
New York
$850K -$14K -119 -2%
ACA
415
Aspire Capital Advisors
Washington
$829K +$13.5K +115 +2%
BC
416
Bridgefront Capital
Texas
$820K +$756K +6,446 New
AWCI
417
Alpine Woods Capital Investors
New York
$807K -$3.4M -29,024 -81%
SAM
418
Seelaus Asset Management
New Jersey
$796K -$228K -1,947 -24%
MIC
419
Maxi Investments CY
Cyprus
$791K +$730K +6,223 New
HCM
420
HMS Capital Management
Tennessee
$787K -$26.7K -228 -4%
MFC
421
Mechanics Financial Corp
Ohio
$787K +$25.7K +219 +4%
DADC
422
D.A. Davidson & Co
Montana
$782K -$136K -1,159 -16%
PWM
423
Power Wealth Management
Georgia
$782K +$71.5K +610 +11%
MLICM
424
Metropolitan Life Insurance Company (MetLife)
New York
$779K -$8.21K -70 -1%
PPW
425
Pasadena Private Wealth
California
$777K