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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
601
Moody Lynn & Lieberson
Massachusetts
$276K -$50.5K -419 -16%
AWM
602
AE Wealth Management
Kansas
$272K -$58K -481 -19%
SHGA
603
Sand Hill Global Advisors
California
$267K -$49K -407 -16%
NME
604
Notis-McConarty Edward
$262K -$339K -2,816 -58%
DFCM
605
Dark Forest Capital Management
Puerto Rico
$260K +$242K +2,005 New
EWM
606
Evermay Wealth Management
Virginia
$259K -$54.7K -454 -19%
CGL
607
Clarius Group LLC
Washington
$254K -$43.4K -360 -15%
JCM
608
Jacobi Capital Management
Pennsylvania
$253K -$46.4K -385 -16%
VSQM
609
V-Square Quantitative Management
Illinois
$252K -$46.2K -383 -16%
SOW
610
State of Wyoming
Wyoming
$252K +$234K +1,942 New
HNB
611
Huntington National Bank
Ohio
$251K -$50.7K -421 -18%
AWE
612
Avidian Wealth Enterprises
Texas
$251K -$42.7K -354 -15%
EC
613
EntryPoint Capital
New York
$251K +$74.7K +620 +47%
WC
614
Whitney & Co
New York
$249K -$45.6K -378 -16%
FTDI
615
First Trust Direct Indexing
Massachusetts
$247K -$39.5K -328 -15%
DDC
616
DF Dent & Co
Maryland
$246K -$45.1K -374 -16%
PMFA
617
Plante Moran Financial Advisors
Michigan
$246K -$45K -373 -16%
PI
618
PFG Investments
New York
$245K -$43.6K -362 -16%
HWA
619
Heartwood Wealth Advisors
Virginia
$245K -$118K -976 -34%
TBNY
620
Trustco Bank (New York)
New York
$242K -$51.6K -428 -19%
IAS
621
Insigneo Advisory Services
Florida
$239K +$223K +1,847 New
MYAM
622
Meiji Yasuda Asset Management
Japan
$239K -$74.1K -615 -25%
ZIM
623
Zacks Investment Management
Illinois
$237K -$107K -885 -33%
BBHC
624
Brown Brothers Harriman & Co
New York
$237K -$42.8K -355 -16%
WA
625
Waverly Advisors
Alabama
$233K +$3.13K +26 +1%
23 24
25
26 27