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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
AE Wealth Management
Kansas
$298K -$56.2K -479 -16%
CL
577
Choreo LLC
Illinois
$298K +$304K +2,596 New
AWM
578
Apollon Wealth Management
South Carolina
$297K -$21K -179 -7%
IAA
579
Independent Advisor Alliance
North Carolina
$296K +$61.8K +527 +26%
HTC
580
Haverford Trust Company
Pennsylvania
$294K +$299K +2,546 New
MLL
581
Moody Lynn & Lieberson
Massachusetts
$294K – – –
SRL
582
Scientech Research LLC
New Jersey
$293K +$298K +2,539 New
ETC
583
Exchange Traded Concepts
Oklahoma
$293K +$205K +1,746 +220%
EWA
584
EP Wealth Advisors
California
$290K +$88.8K +757 +43%
IC
585
IEQ Capital
California
$289K +$15.8K +135 +6%
PP
586
Paloma Partners
Connecticut
$288K +$292K +2,492 New
LI
587
LVZ Inc
Michigan
$288K +$2.93K +25 +1%
CCM
588
Coldstream Capital Management
Washington
$287K +$6.33K +54 +2%
SHGA
589
Sand Hill Global Advisors
California
$285K – – –
MYAM
590
Meiji Yasuda Asset Management
Japan
$284K -$1.34M -11,451 -82%
EWM
591
Evermay Wealth Management
Virginia
$284K – – –
SFB
592
STAR Financial Bank
Indiana
$283K +$6.45K +55 +2%
PA
593
Profund Advisors
Maryland
$274K -$5.16K -44 -2%
HNB
594
Huntington National Bank
Ohio
$273K -$6.45K -55 -2%
MSWM
595
McGlone Suttner Wealth Management
Wisconsin
$271K -$16.5K -141 -5%
CGL
596
Clarius Group LLC
Washington
$271K -$1.52K -13 -0.6%
JCM
597
Jacobi Capital Management
Pennsylvania
$270K -$2.58K -22 -0.9%
MYLI
598
Meiji Yasuda Life Insurance
Japan
$270K +$274K +2,333 New
VSQM
599
V-Square Quantitative Management
Illinois
$269K -$8.21K -70 -3%
WC
600
Whitney & Co
New York
$265K – – –
22 23
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