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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
601
V-Square Quantitative Management
Illinois
$248K – – –
EWM
602
Evermay Wealth Management
Virginia
$247K – – –
SHGA
603
Sand Hill Global Advisors
California
$247K – – –
SSWM
604
Smith Salley Wealth Management
North Carolina
$246K -$67.6K -525 -20%
IAS
605
Insigneo Advisory Services
Florida
$245K +$28.1K +218 +12%
AIM
606
Aigen Investment Management
New York
$245K +$263K +2,043 New
LWCFA
607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$244K – – –
FRA
608
Frank Rimerman Advisors
California
$244K +$6.95K +54 +3%
AC
609
Apella Capital
Connecticut
$242K +$266K +2,065 New
GF
610
Gabelli Funds
New York
$242K -$26K -202 -9%
HF
611
Holcombe Financial
Georgia
$242K – – –
PS
612
Principal Securities
Iowa
$241K – – –
ONB
613
Old National Bancorp
Indiana
$240K -$71.1K -552 -22%
MAM
614
Madison Asset Management
Wisconsin
$240K -$76.9K -597 -23%
CGL
615
Clarius Group LLC
Washington
$239K -$2.19K -17 -0.8%
HNB
616
Huntington National Bank
Ohio
$234K -$3.09K -24 -1%
JCM
617
Jacobi Capital Management
Pennsylvania
$234K – – –
EH
618
Equitable Holdings
New York
$232K -$37.5K -291 -13%
WC
619
Whitney & Co
New York
$230K – – –
CFO
620
Callan Family Office
Pennsylvania
$229K -$26.9K -209 -10%
BWM
621
Baron Wealth Management
Michigan
$228K +$26.4K +205 +12%
SG
622
StoneX Group
New York
$228K +$246K +1,908 New
FW
623
FullCircle Wealth
Texas
$227K +$37.2K +289 +18%
PMFA
624
Plante Moran Financial Advisors
Michigan
$227K – – –
HWA
625
Heartwood Wealth Advisors
Virginia
$226K – – –