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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
626
PFG Investments
New York
$265K +$144 +1 +0.1%
GC
627
Guggenheim Capital
Illinois
$262K +$22.6K +157 +10%
SWP
628
Strategic Wealth Partners
Ohio
$260K – – –
ZIM
629
Zacks Investment Management
Illinois
$258K – – –
WWM
630
Western Wealth Management
Colorado
$258K +$718 +5 +0.3%
SG
631
StoneX Group
New York
$257K -$4.02K -28 -2%
SFI
632
Siemens Fonds Invest
Germany
$257K -$1.01K -7 -0.4%
TA
633
TruWealth Advisors
Louisiana
$257K – – –
VCM
634
Voleon Capital Management
California
$256K +$245K +1,708 New
API
635
Asset Planning Inc
California
$256K +$575 +4 +0.2%
MBT
636
Montecito Bank & Trust
California
$256K +$245K +1,706 New
ICP
637
Interchange Capital Partners
Pennsylvania
$253K +$431 +3 +0.2%
SAM
638
Smartleaf Asset Management
Massachusetts
$251K +$45.7K +318 +23%
OWA
639
One Wealth Advisors
California
$248K +$238K +1,658 New
CIA
640
Capital Investment Advisors
Georgia
$248K +$8.48K +59 +4%
HI
641
Humankind Investments
New York
$248K -$21.4K -149 -8%
WS
642
Wedbush Securities
California
$246K +$236K +1,640 New
HF
643
HRT Financial
New York
$245K +$235K +1,635 New
FRA
644
Frank Rimerman Advisors
California
$244K -$431 -3 -0.2%
VAS
645
Vestmark Advisory Solutions
Massachusetts
$243K -$1.42M -9,859 -86%
MYIA
646
Mount Yale Investment Advisors
Colorado
$243K -$315K -2,194 -58%
SCTC
647
Sanibel Captiva Trust Company
Florida
$243K -$45.3K -315 -16%
IAS
648
Insigneo Advisory Services
Florida
$241K -$23.9K -166 -9%
BCA
649
Bay Colony Advisors
Massachusetts
$240K – – –
FWIA
650
Fort Washington Investment Advisors
Ohio
$240K – – –
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