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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
601
Shoker Investment Counsel
Ohio
$333K +$880 +6 +0.2%
FHA
602
Flagship Harbor Advisors
Massachusetts
$332K – – –
CI
603
Corient IA
Florida
$331K – – –
RC
604
Rexford Capital
Texas
$331K – – –
VI
605
Vestcor Inc
New Brunswick, Canada
$329K – – –
GM
606
GeoWealth Management
Illinois
$329K -$30.7K -209 -8%
MYAM
607
Meiji Yasuda Asset Management
Japan
$327K +$68.9K +470 +23%
LAM
608
Lountzis Asset Management
Pennsylvania
$324K -$22.1K -151 -6%
AWM
609
Aprio Wealth Management
Georgia
$323K +$358K +2,441 New
ATC
610
Argent Trust Co
Tennessee
$323K -$2.49K -17 -0.7%
AIM
611
Acropolis Investment Management
Missouri
$317K -$48.8K -333 -12%
PB
612
Pinnacle Bancorp
Nebraska
$317K -$2.35K -16 -0.7%
GT
613
Greenleaf Trust
Michigan
$316K -$17.2K -117 -5%
BRWA
614
B. Riley Wealth Advisors
Florida
$316K +$20.1K +137 +6%
GWMR
615
GC Wealth Management RIA
Massachusetts
$308K -$151K -1,028 -31%
AWA
616
Alaska Wealth Advisors
Alaska
$306K – – –
AFG
617
Atomi Financial Group
New York
$300K +$1.91K +13 +0.6%
VSQM
618
V-Square Quantitative Management
Illinois
$299K +$331K +2,260 New
BCI
619
Brinker Capital Investments
Pennsylvania
$299K -$29.2K -199 -8%
VWA
620
Visionary Wealth Advisors
Illinois
$297K -$8.65K -59 -3%
PA
621
Procyon Advisors
Connecticut
$296K +$107K +728 +48%
BMO
622
Beck Mack & Oliver
New York
$296K – – –
PWM
623
Prentice Wealth Management
New York
$295K -$32.9K -224 -9%
Nomura Holdings
624
Nomura Holdings
Japan
$294K -$169K -1,152 -34%
EWA
625
EP Wealth Advisors
California
$292K +$324K +2,208 New