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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
576
Prospera Financial Services
Texas
$80K -$54.1K -483 -39%
AW
577
ACG Wealth
Georgia
$80K +$84.7K +757 New
SWM
578
Spire Wealth Management
Virginia
$78K – – –
OIA
579
Optimum Investment Advisors
Illinois
$76K – – –
CA
580
Clearstead Advisors
Ohio
$73K +$5.15K +46 +7%
TCOV
581
Trust Company of Vermont
Vermont
$73K +$77.7K +694 New
BTI
582
Blue Trust Inc
Georgia
$71K +$69.8K +624 New
QC
583
Quent Capital
New York
$70K – – –
WAS
584
Winch Advisory Services
Wisconsin
$68K +$112 +1 +0.2%
NIC
585
Northwest Investment Counselors
Oregon
$67K – – –
FMII
586
Farmers & Merchants Investments Inc
Nebraska
$62K – – –
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$112 +1 +0.2%
CCA
588
Column Capital Advisors
Indiana
$60K – – –
EBA
589
Eagle Bay Advisors
New York
$58.9K +$45.8K +409 +271%
BCMLT
590
Beacon Capital Management LLC (Tennessee)
Tennessee
$58K – – –
CT
591
Cambridge Trust
Massachusetts
$57K -$8.28K -74 -12%
SSB
592
Sandy Spring Bank
Maryland
$56K – – –
Bank Julius Baer & Co
593
Bank Julius Baer & Co
Switzerland
$55K -$2.13K -19 -4%
PFBT
594
Parkside Financial Bank & Trust
Missouri
$55K +$24.1K +215 +69%
NICM
595
Neo Ivy Capital Management
New York
$53K +$57.1K +510 New
GRP
596
Global Retirement Partners
California
$52K -$560 -5 -1%
CFGS
597
Concourse Financial Group Securities
Alabama
$48K – – –
PCG
598
Private Capital Group
Connecticut
$48K +$3.92K +35 +8%
SWM
599
SeaCrest Wealth Management
New York
$48K +$50.7K +453 New
WWM
600
Wolff Wiese Magana
California
$46K – – –