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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
501
Mutual Advisors
Nebraska
$330K +$320K +3,355 New
1SB
502
1ST Source Bank
Indiana
$327K +$11.5K +121 +4%
LI
503
LVZ Inc
Michigan
$326K +$316K +3,313 New
KWM
504
Kingsview Wealth Management
Oregon
$322K -$74.9K -786 -19%
ACM
505
Aquatic Capital Management
Illinois
$321K +$265K +2,780 +574%
TBNY
506
Trustco Bank (New York)
New York
$317K -$23.1K -242 -7%
BSW
507
Buckingham Strategic Wealth
Missouri
$316K +$37.9K +398 +14%
FHA
508
Flagship Harbor Advisors
Massachusetts
$314K +$1.81K +19 +0.6%
LAM
509
Lountzis Asset Management
Pennsylvania
$311K – – –
PCM
510
Prelude Capital Management
New York
$309K +$299K +3,137 New
PCM
511
Palisade Capital Management
New Jersey
$304K – – –
FCBT
512
First Citizens Bank & Trust
North Carolina
$304K -$73.3K -769 -20%
GT
513
Greenleaf Trust
Michigan
$303K +$51.8K +543 +21%
MYAM
514
Meiji Yasuda Asset Management
Japan
$301K – – –
PFPT
515
Pinnacle Financial Partners (Tennessee)
Tennessee
$300K – – –
HCM
516
Hilton Capital Management
New York
$299K +$21.4K +224 +8%
PTC
517
Petrus Trust Company
Texas
$299K +$290K +3,037 New
CWM
518
Cahaba Wealth Management
Georgia
$297K – – –
AWM
519
Apollon Wealth Management
South Carolina
$296K -$2.67K -28 -0.9%
IWC
520
Integrated Wealth Concepts
Massachusetts
$294K +$285K +2,987 New
AWA
521
Alaska Wealth Advisors
Alaska
$294K – – –
SIC
522
Shoker Investment Counsel
Ohio
$293K +$667 +7 +0.2%
BAM
523
BOS Asset Management
Illinois
$292K +$62.1K +651 +28%
AWE
524
Avidian Wealth Enterprises
Texas
$291K +$57.7K +605 +26%
TMAM
525
Tokio Marine Asset Management
Japan
$290K – – –
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