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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
576
Holloway Wealth Management
Florida
$27K – – –
PFBT
577
Parkside Financial Bank & Trust
Missouri
$27K +$382 +4 +2%
CHA
578
Carmichael Hill & Associates
Maryland
$26K -$26.6K -279 -54%
MMG
579
Monetary Management Group
Missouri
$26K – – –
OSNBOA
580
Old Second National Bank of Aurora
Illinois
$26K – – –
CB
581
Community Bank
New York
$25K – – –
IAIM
582
International Assets Investment Management
Florida
$25K – – –
BAM
583
Bellevue Asset Management
Washington
$24K – – –
CI
584
CX Institutional
Indiana
$24K +$4.39K +46 +25%
CFFP
585
Center for Financial Planning
Michigan
$21K -$382 -4 -2%
Rockefeller Capital Management
586
Rockefeller Capital Management
New York
$20K +$382 +4 +2%
QCG
587
Quadrant Capital Group
Ohio
$20K +$8.02K +84 +84%
ZB
588
Zions Bancorporation
Utah
$19K – – –
ONST
589
Old North State Trust
North Carolina
$17K +$15.1K +158 New
CA
590
Clearstead Advisors
Ohio
$14K – – –
CA
591
Crewe Advisors
Utah
$14K – – –
FHA
592
First Horizon Advisors
Tennessee
$14K – – –
APC
593
Aspire Private Capital
North Carolina
$13K – – –
AssetMark Inc
594
AssetMark Inc
California
$13K – – –
CWA
595
Clearview Wealth Advisors
Oregon
$13K – – –
GRP
596
Global Retirement Partners
California
$13K – – –
OIA
597
Optimum Investment Advisors
Illinois
$13K – – –
HIA
598
Harbor Investment Advisory
Maryland
$13K +$5.82K +61 +102%
LF
599
Lee Financial
Texas
$13K +$11.6K +121 New
HR
600
Howe & Rusling
New York
$12K – – –