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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
551
IFP Advisors
Florida
$303K +$22.2K +204 +8%
SQA
552
Simon Quick Advisors
New Jersey
$297K -$105K -968 -26%
HCA
553
Hyperion Capital Advisors
New York
$297K +$301K +2,769 New
GS
554
GTS Securities
Florida
$295K -$303K -2,780 -50%
LAM
555
Lountzis Asset Management
Pennsylvania
$295K – – –
HWM
556
HB Wealth Management
Georgia
$292K +$653 +6 +0.2%
FAT
557
First American Trust
California
$291K -$4.54M -41,742 -94%
PWM
558
Perigon Wealth Management
California
$290K +$21.9K +201 +8%
EWM
559
Evermay Wealth Management
Virginia
$287K +$84.6K +777 +41%
VCM
560
Virtue Capital Management
Tennessee
$284K +$295K +2,713 New
AWM
561
Apollon Wealth Management
South Carolina
$281K -$42.7K -392 -13%
CIS
562
Custom Index Systems
New York
$280K +$284K +2,611 New
IGAM
563
iA Global Asset Management
Quebec, Canada
$280K +$20.6K +189 +8%
EFMC
564
Empire Financial Management Company
New York
$280K +$283K +2,604 New
LI
565
LVZ Inc
Michigan
$277K +$22.2K +204 +9%
LWCFA
566
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K – – –
MLL
567
Moody Lynn & Lieberson
Massachusetts
$273K -$1.68M -15,447 -86%
CT
568
Caldwell Trust
Florida
$273K +$107K +983 +63%
N
569
Natixis
France
$272K +$275K +2,529 New
MSWM
570
McGlone Suttner Wealth Management
Wisconsin
$271K +$275K +2,524 New
FDCDDQ
571
Federation des caisses Desjardins du Quebec
Quebec, Canada
$270K +$5.44K +50 +2%
BFM
572
Boothbay Fund Management
New York
$270K -$130K -1,196 -32%
BCM
573
Barden Capital Management
Texas
$268K +$269K +2,469 New
WIA
574
World Investment Advisors
California
$267K +$271K +2,489 New
SFB
575
STAR Financial Bank
Indiana
$266K +$8.6K +79 +3%
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