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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$244K +$236K +2,478 New
SHGA
552
Sand Hill Global Advisors
California
$243K – – –
HWM
553
HB Wealth Management
Georgia
$241K -$25.5K -267 -10%
WC
554
Whitney & Co
New York
$238K – – –
BBHC
555
Brown Brothers Harriman & Co
New York
$236K +$8.01K +84 +4%
CA
556
Cetera Advisors
Colorado
$236K -$3.53K -37 -2%
TCWA
557
Ten Capital Wealth Advisors
Washington
$235K – – –
PAM
558
Panagora Asset Management
Massachusetts
$234K – – –
AUB
559
Atlantic Union Bankshares
Virginia
$232K -$3.21M -33,661 -93%
JCM
560
Jacobi Capital Management
Pennsylvania
$230K – – –
CGL
561
Clarius Group LLC
Washington
$227K +$1.24K +13 +0.6%
SAM
562
Sawgrass Asset Management
Florida
$226K +$219K +2,297 New
FMLI
563
Fukoku Mutual Life Insurance
Japan
$226K – – –
AAS
564
Ameritas Advisory Services
Nebraska
$225K -$627K -6,573 -75%
DDC
565
DF Dent & Co
Maryland
$224K -$191 -2 -0.1%
PMFA
566
Plante Moran Financial Advisors
Michigan
$223K – – –
HCA
567
Hyperion Capital Advisors
New York
$220K +$213K +2,239 New
FDCDDQ
568
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K +$46.9K +492 +28%
CS
569
Comerica Securities
Michigan
$218K -$667 -7 -0.3%
CANY
570
Caxton Associates (New York)
New York
$218K -$207K -2,172 -49%
IAA
571
Independent Advisor Alliance
North Carolina
$218K +$211K +2,216 New
HI
572
Horizon Investments
North Carolina
$217K +$16.1K +169 +8%
CIBC Private Wealth Group
573
CIBC Private Wealth Group
Georgia
$214K – – –
GT
574
Glenmede Trust
Pennsylvania
$214K – – –
HT
575
Headlands Technologies
Illinois
$212K +$206K +2,160 New