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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
451
Cribstone Capital Management
Maine
$32K – – –
SFPIA
452
Stevens First Principles Investment Advisors
California
$32K – – –
WF
453
WealthTrust Fairport
Ohio
$29K -$34.6K -605 -50%
AWM
454
Aevitas Wealth Management
Massachusetts
$29K – – –
NFG
455
Next Financial Group
Texas
$29K – – –
CFG
456
Citizens Financial Group
Rhode Island
$28K +$32.7K +572 New
GWM
457
Geneos Wealth Management
Colorado
$27K -$13.4K -234 -29%
TCOV
458
Trust Company of Vermont
Vermont
$27K -$4.06K -71 -11%
OIA
459
Optimum Investment Advisors
Illinois
$26K -$131K -2,297 -81%
NWM
460
Northwest Wealth Management
Iowa
$25K – – –
CAM
461
Cresset Asset Management
Illinois
$25K +$30K +525 New
CFA
462
Carroll Financial Associates
North Carolina
$23K – – –
ACM
463
Aviance Capital Management
Florida
$22K +$26.2K +459 New
PCG
464
Private Capital Group
Connecticut
$21K – – –
GLI
465
Guardian Life Insurance
New York
$20K – – –
RFC
466
Regions Financial Corp
Alabama
$20K – – –
ST
467
Smithfield Trust
Pennsylvania
$20K – – –
OSNBOA
468
Old Second National Bank of Aurora
Illinois
$19K – – –
SLF
469
Sun Life Financial
Ontario, Canada
$19K +$57 +1 +0.3%
PFGIA
470
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
MOS
471
MGO One Seven
Ohio
$18K +$22.1K +386 New
KA
472
Kaizen Advisory
Illinois
$17K +$1.83K +32 +10%
PA
473
Parallel Advisors
California
$16K +$3.2K +56 +20%
TSW
474
Thompson Siegel & Walmsley
Virginia
$15K – – –
VAIA
475
Virtus Alternative Investment Advisers
Connecticut
$15K +$629 +11 +4%
17 18
19
20 21