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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Apollon Wealth Management
South Carolina
$284K +$138 +1 +0%
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$282K -$5.78K -42 -2%
MLL
603
Moody Lynn & Lieberson
Massachusetts
$281K – – –
CFO
604
Callan Family Office
Pennsylvania
$281K +$292K +2,124 New
WIA
605
World Investment Advisors
California
$281K +$47.5K +345 +19%
BRWA
606
B. Riley Wealth Advisors
Florida
$278K -$5.5K -40 -2%
AWA
607
Aaron Wealth Advisors
Illinois
$278K +$289K +2,098 New
KCP
608
Kera Capital Partners
California
$277K +$288K +2,093 New
FCBT
609
First Citizens Bank & Trust
North Carolina
$276K -$70.3K -511 -20%
GC
610
Guggenheim Capital
Illinois
$276K -$681K -4,949 -70%
VSQM
611
V-Square Quantitative Management
Illinois
$274K +$17.9K +130 +7%
EWM
612
Evermay Wealth Management
Virginia
$274K +$9.22K +67 +3%
SHGA
613
Sand Hill Global Advisors
California
$273K – – –
WA
614
Waverly Advisors
Alabama
$271K +$34.4K +250 +14%
AWE
615
Avidian Wealth Enterprises
Texas
$270K +$14.7K +107 +6%
NME
616
Notis-McConarty Edward
$267K – – –
HF
617
Holcombe Financial
Georgia
$267K +$278K +2,020 New
CGL
618
Clarius Group LLC
Washington
$267K +$4.54K +33 +2%
CWG
619
Crown Wealth Group
North Carolina
$265K -$101K -736 -27%
FRA
620
Frank Rimerman Advisors
California
$263K +$37.7K +274 +16%
HNB
621
Huntington National Bank
Ohio
$262K +$5.64K +41 +2%
JCM
622
Jacobi Capital Management
Pennsylvania
$259K – – –
MBT
623
Montecito Bank & Trust
California
$257K +$38.9K +283 +17%
WC
624
Whitney & Co
New York
$254K – – –
MYAM
625
Meiji Yasuda Asset Management
Japan
$252K +$8.39K +61 +3%
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