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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
626
Strategic Wealth Partners
Ohio
$251K +$22K +160 +9%
SCA
627
Snowden Capital Advisors
New York
$251K +$261K +1,898 New
PMFA
628
Plante Moran Financial Advisors
Michigan
$251K – – –
FZCM
629
Flynn Zito Capital Management
New York
$250K +$15.4K +112 +6%
HWA
630
Heartwood Wealth Advisors
Virginia
$250K – – –
PI
631
PFG Investments
New York
$248K -$2.48K -18 -1%
SOW
632
State of Wyoming
Wyoming
$247K -$10.3K -75 -4%
TBNY
633
Trustco Bank (New York)
New York
$247K – – –
FFM
634
Fullerton Fund Management
Singapore
$246K -$340K -2,470 -57%
MSA
635
MUFG Securities Americas
New York
$245K +$255K +1,852 New
IAS
636
Insigneo Advisory Services
Florida
$242K -$2.48K -18 -1%
BBHC
637
Brown Brothers Harriman & Co
New York
$242K – – –
PS
638
Principal Securities
Iowa
$241K +$7.29K +53 +3%
ZIM
639
Zacks Investment Management
Illinois
$237K -$5.37K -39 -2%
CB
640
Chris Bulman
California
$236K – – –
NW
641
NewEdge Wealth
Pennsylvania
$235K +$244K +1,773 New
CFGS
642
Concourse Financial Group Securities
Alabama
$234K +$16.1K +117 +8%
CIA
643
Capital Investment Advisors
Georgia
$234K +$3.85K +28 +2%
VWA
644
Visionary Wealth Advisors
Illinois
$234K +$551 +4 +0.2%
DIA
645
Dana Investment Advisors
Wisconsin
$232K -$69.5K -505 -22%
BEI
646
Benjamin Edwards Inc
Missouri
$231K +$12.1K +88 +5%
WWM
647
Western Wealth Management
Colorado
$229K -$688 -5 -0.3%
IA
648
IFP Advisors
Florida
$229K +$131K +955 +123%
IP
649
Investment Partners
Ohio
$229K +$138 +1 +0.1%
HI
650
Horizon Investments
North Carolina
$229K +$1.93K +14 +0.8%
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