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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
WS
526
Wedbush Securities
California
$386K +$2.81K +24 +0.7%
SB
527
Simmons Bank
Arkansas
$384K -$17.7K -151 -4%
FFM
528
Forum Financial Management
Illinois
$381K – – –
ONST
529
Old North State Trust
North Carolina
$379K +$30K +256 +8%
PMSA
530
Patrick M. Sweeney & Associates
Illinois
$379K – – –
CWG
531
Crown Wealth Group
North Carolina
$379K – – –
CIP
532
Convergence Investment Partners
Florida
$376K +$99.1K +845 +35%
MAM
533
Madison Asset Management
Wisconsin
$374K -$14.1M -120,291 -97%
SAM
534
Sawgrass Asset Management
Florida
$372K -$75.5K -644 -17%
GT
535
Greenleaf Trust
Michigan
$371K +$117 +1 +0%
1SB
536
1ST Source Bank
Indiana
$367K -$12.8K -109 -3%
P
537
&Partners
Tennessee
$366K +$371K +3,165 New
VCP
538
Vista Capital Partners
Oregon
$363K +$352 +3 +0.1%
FCBT
539
First Citizens Bank & Trust
North Carolina
$360K +$704 +6 +0.2%
SSWM
540
Smith Salley Wealth Management
North Carolina
$357K – – –
BCM
541
Brookstone Capital Management
Illinois
$355K -$4.46K -38 -1%
VCG
542
Vantage Consulting Group
Virginia
$354K +$15.4K +131 +4%
CWM
543
Cahaba Wealth Management
Georgia
$349K – – –
VI
544
Vestcor Inc
New Brunswick, Canada
$349K – – –
FFO
545
Fiduciary Family Office
Florida
$347K – – –
SIC
546
Shoker Investment Counsel
Ohio
$346K +$704 +6 +0.2%
HWM
547
HB Wealth Management
Georgia
$346K +$31.5K +269 +10%
AUB
548
Atlantic Union Bankshares
Virginia
$346K +$83K +708 +31%
HAG
549
HighPoint Advisor Group
Illinois
$345K -$8.09K -69 -2%
PFPT
550
Pinnacle Financial Partners (Tennessee)
Tennessee
$342K – – –
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