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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
551
Focus Partners Advisor Solutions
Missouri
$342K +$368K +2,855 New
AWG
552
Altus Wealth Group
Colorado
$338K – – –
DB
553
Danske Bank
Denmark
$338K +$364K +2,828 New
AIM
554
Acropolis Investment Management
Missouri
$330K – – –
CAM
555
Cresset Asset Management
Illinois
$329K -$452K -3,508 -56%
LAM
556
Lountzis Asset Management
Pennsylvania
$327K – – –
GWM
557
Gitterman Wealth Management
New Jersey
$326K -$25K -194 -7%
NS
558
NBC Securities
Alabama
$326K +$351K +2,727 +136,350%
PMSA
559
Patrick M. Sweeney & Associates
Illinois
$324K -$5.15K -40 -1%
GT
560
Greenleaf Trust
Michigan
$322K -$14.2K -110 -4%
SAM
561
Sawgrass Asset Management
Florida
$322K – – –
FHA
562
Flagship Harbor Advisors
Massachusetts
$315K – – –
1SB
563
1ST Source Bank
Indiana
$315K – – –
VCP
564
Vista Capital Partners
Oregon
$311K -$4.76K -37 -1%
MPM
565
MBB Public Markets
Illinois
$311K +$334K +2,598 New
FFBTD
566
First Financial Bank - Trust Division
Ohio
$311K -$53.2K -413 -14%
AIP
567
Arrowpoint Investment Partners
Singapore
$302K +$229K +1,778 +238%
CI
568
Corient IA
Florida
$302K +$325K +2,525 New
VI
569
Vestcor Inc
New Brunswick, Canada
$302K – – –
SIC
570
Shoker Investment Counsel
Ohio
$302K +$772 +6 +0.2%
EDRH
571
Edmond de Rothschild Holding
Switzerland
$302K – – –
WA
572
Waverly Advisors
Alabama
$298K +$56.9K +442 +22%
AUB
573
Atlantic Union Bankshares
Virginia
$297K -$2.32K -18 -0.7%
CC
574
Centiva Capital
New York
$296K +$319K +2,477 New
WIA
575
World Investment Advisors
California
$294K +$43.1K +335 +16%
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