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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
476
MBM Wealth Consultants
Missouri
$237K – – –
WEG
477
World Equity Group
Illinois
$236K +$273K +2,632 New
MWM
478
Mission Wealth Management
California
$235K +$21.3K +206 +9%
HWM
479
HB Wealth Management
Georgia
$234K +$25.7K +248 +11%
PMFA
480
Plante Moran Financial Advisors
Michigan
$233K -$1.76K -17 -0.7%
BPA
481
Beacon Pointe Advisors
California
$230K -$2.18K -21 -0.8%
BCV
482
Banque Cantonale Vaudoise
Switzerland
$228K – – –
AIM
483
Aigen Investment Management
New York
$226K +$261K +2,523 New
SHGA
484
Sand Hill Global Advisors
California
$222K – – –
NICM
485
Neo Ivy Capital Management
New York
$220K +$201K +1,942 +381%
WC
486
Whitney & Co
New York
$217K – – –
PCM
487
Prelude Capital Management
New York
$216K -$583K -5,623 -70%
OCM
488
One Capital Management
California
$214K -$3.73K -36 -1%
AssetMark Inc
489
AssetMark Inc
California
$213K +$89.6K +865 +57%
MCM
490
MAI Capital Management
Ohio
$212K -$141K -1,363 -37%
AWE
491
Avidian Wealth Enterprises
Texas
$211K – – –
CWM
492
CIBC World Markets
New York
$210K -$882K -8,514 -78%
JCM
493
Jacobi Capital Management
Pennsylvania
$210K – – –
FMLI
494
Fukoku Mutual Life Insurance
Japan
$206K – – –
CS
495
Comerica Securities
Michigan
$206K +$1.24K +12 +0.5%
PA
496
Pinnacle Associates
New York
$206K +$28K +270 +13%
BBHC
497
Brown Brothers Harriman & Co
New York
$206K +$58.3K +563 +33%
DDC
498
DF Dent & Co
Maryland
$205K -$414 -4 -0.2%
BFEC
499
Benjamin F. Edwards & Company
Missouri
$203K -$15.4K -149 -6%
MCCP
500
Mission Creek Capital Partners
California
$201K – – –