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