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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Evermay Wealth Management
Virginia
$247K – – –
SHGA
602
Sand Hill Global Advisors
California
$247K – – –
SSWM
603
Smith Salley Wealth Management
North Carolina
$246K -$67.6K -525 -20%
IAS
604
Insigneo Advisory Services
Florida
$245K +$28.1K +218 +12%
AIM
605
Aigen Investment Management
New York
$245K +$263K +2,043 New
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$244K – – –
FRA
607
Frank Rimerman Advisors
California
$244K +$6.95K +54 +3%
AC
608
Apella Capital
Connecticut
$242K +$266K +2,065 New
GF
609
Gabelli Funds
New York
$242K -$26K -202 -9%
HF
610
Holcombe Financial
Georgia
$242K – – –
PS
611
Principal Securities
Iowa
$241K – – –
ONB
612
Old National Bancorp
Indiana
$240K -$71.1K -552 -22%
MAM
613
Madison Asset Management
Wisconsin
$240K -$76.9K -597 -23%
CGL
614
Clarius Group LLC
Washington
$239K -$2.19K -17 -0.8%
HNB
615
Huntington National Bank
Ohio
$234K -$3.09K -24 -1%
JCM
616
Jacobi Capital Management
Pennsylvania
$234K – – –
EH
617
Equitable Holdings
New York
$232K -$37.5K -291 -13%
WC
618
Whitney & Co
New York
$230K – – –
CFO
619
Callan Family Office
Pennsylvania
$229K -$26.9K -209 -10%
BWM
620
Baron Wealth Management
Michigan
$228K +$26.4K +205 +12%
SG
621
StoneX Group
New York
$228K +$246K +1,908 New
FW
622
FullCircle Wealth
Texas
$227K +$37.2K +289 +18%
PMFA
623
Plante Moran Financial Advisors
Michigan
$227K – – –
HWA
624
Heartwood Wealth Advisors
Virginia
$226K – – –
FC
625
Farringdon Capital
United Kingdom
$226K +$243K +1,887 New
23 24
25
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