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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
501
Lountzis Asset Management
Pennsylvania
$267K +$274K +2,743 New
CNBT
502
Canandaigua National Bank & Trust
New York
$266K +$273K +2,735 New
GRP
503
Global Retirement Partners
California
$265K +$200K +2,009 +260%
HWM
504
HB Wealth Management
Georgia
$265K +$9.38K +94 +4%
SP
505
Saranac Partners
$263K +$270K +2,708 New
PB
506
Pinnacle Bancorp
Nebraska
$258K +$265K +2,659 New
MF
507
Magnetar Financial
Illinois
$258K -$287K -2,877 -52%
SSA
508
Schonfeld Strategic Advisors
New York
$254K +$260K +2,610 New
WWM
509
Western Wealth Management
Colorado
$251K -$60.3K -604 -19%
ICP
510
Interchange Capital Partners
Pennsylvania
$251K +$258K +2,584 New
GT
511
Greenleaf Trust
Michigan
$247K +$9.88K +99 +4%
BCV
512
Banque Cantonale Vaudoise
Switzerland
$246K – – –
AWA
513
Arete Wealth Advisors
Illinois
$244K -$3.19K -32 -1%
IA
514
IFP Advisors
Florida
$242K -$114K -1,143 -33%
ACA
515
Atlas Capital Advisors
Wyoming
$241K – – –
SHGA
516
Sand Hill Global Advisors
California
$240K – – –
CA
517
Cetera Advisors
Colorado
$237K -$24.5K -246 -9%
GWM
518
Gitterman Wealth Management
New Jersey
$236K +$242K +2,430 New
WC
519
Whitney & Co
New York
$235K – – –
CRC
520
Curi RMB Capital
Illinois
$234K -$37.2K -373 -13%
TCWA
521
Ten Capital Wealth Advisors
Washington
$233K +$239K +2,400 New
PAM
522
Panagora Asset Management
Massachusetts
$231K -$417K -4,182 -64%
AWE
523
Avidian Wealth Enterprises
Texas
$229K – – –
JCM
524
Jacobi Capital Management
Pennsylvania
$227K – – –
BBHC
525
Brown Brothers Harriman & Co
New York
$226K +$2.79K +28 +1%
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