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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
576
Dakota Wealth Management
Florida
$328K +$22.2K +189 +8%
MLL
577
Moody Lynn & Lieberson
Massachusetts
$324K – – –
TBNY
578
Trustco Bank (New York)
New York
$322K -$81.5K -695 -22%
WIA
579
World Investment Advisors
California
$315K -$122K -1,038 -42%
SHGA
580
Sand Hill Global Advisors
California
$314K – – –
LI
581
LVZ Inc
Michigan
$313K -$14K -119 -5%
EWM
582
Evermay Wealth Management
Virginia
$312K -$25.9K -221 -8%
CCM
583
Coldstream Capital Management
Washington
$309K +$285K +2,430 New
EI
584
Ethic Inc
New York
$308K -$1.52K -13 -0.5%
PA
585
Profund Advisors
Maryland
$307K +$29.9K +255 +12%
HNB
586
Huntington National Bank
Ohio
$307K -$106K -906 -27%
CIP
587
Convergence Investment Partners
Florida
$306K +$282K +2,408 New
PI
588
PFG Investments
New York
$305K +$281K +2,397 New
VSQM
589
V-Square Quantitative Management
Illinois
$305K +$71.9K +613 +34%
SFB
590
STAR Financial Bank
Indiana
$304K -$9.97K -85 -3%
IC
591
IEQ Capital
California
$301K +$9.73K +83 +4%
JCM
592
Jacobi Capital Management
Pennsylvania
$300K -$821 -7 -0.3%
CGL
593
Clarius Group LLC
Washington
$300K +$51.2K +437 +23%
DWP
594
Daymark Wealth Partners
Ohio
$299K – – –
GWM
595
Gitterman Wealth Management
New Jersey
$299K +$276K +2,353 New
NP
596
NorthRock Partners
Minnesota
$298K +$8.56K +73 +3%
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$295K – – –
WDC
598
Woodward Diversified Capital
California
$293K +$21.5K +183 +9%
WC
599
Whitney & Co
New York
$292K -$14.2K -121 -5%
AWE
600
Avidian Wealth Enterprises
Texas
$290K -$79.4K -677 -23%
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