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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Mission Wealth Management
California
$235K +$21.3K +206 +9%
HWM
477
HB Wealth Management
Georgia
$234K +$25.7K +248 +11%
PMFA
478
Plante Moran Financial Advisors
Michigan
$233K -$1.76K -17 -0.7%
BPA
479
Beacon Pointe Advisors
California
$230K -$2.18K -21 -0.8%
BCV
480
Banque Cantonale Vaudoise
Switzerland
$228K
AIM
481
Aigen Investment Management
New York
$226K +$261K +2,523 New
SHGA
482
Sand Hill Global Advisors
California
$222K
NICM
483
Neo Ivy Capital Management
New York
$220K +$201K +1,942 +381%
WC
484
Whitney & Co
New York
$217K
PCM
485
Prelude Capital Management
New York
$216K -$583K -5,623 -70%
OCM
486
One Capital Management
California
$214K -$3.73K -36 -1%
AssetMark Inc
487
AssetMark Inc
California
$213K +$89.6K +865 +57%
MCM
488
MAI Capital Management
Ohio
$212K -$141K -1,363 -37%
AWE
489
Avidian Wealth Enterprises
Texas
$211K
CWM
490
CIBC World Markets
New York
$210K -$882K -8,514 -78%
JCM
491
Jacobi Capital Management
Pennsylvania
$210K
FMLI
492
Fukoku Mutual Life Insurance
Japan
$206K
CS
493
Comerica Securities
Michigan
$206K +$1.24K +12 +0.5%
PA
494
Pinnacle Associates
New York
$206K +$28K +270 +13%
BBHC
495
Brown Brothers Harriman & Co
New York
$206K +$58.3K +563 +33%
DDC
496
DF Dent & Co
Maryland
$205K -$414 -4 -0.2%
BFEC
497
Benjamin F. Edwards & Company
Missouri
$203K -$15.4K -149 -6%
MCCP
498
Mission Creek Capital Partners
California
$201K
Rockefeller Capital Management
499
Rockefeller Capital Management
New York
$197K +$37.8K +365 +20%
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$184K +$17.3K +167 +9%