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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
626
Huntington National Bank
Ohio
$292K +$42.7K +291 +15%
QCG
627
Quadrant Capital Group
Ohio
$292K -$8.07K -55 -2%
EWA
628
EverSource Wealth Advisors
Alabama
$290K -$43.6K -297 -12%
PCIA
629
Prime Capital Investment Advisors
Kansas
$288K +$319K +2,178 New
FCBT
630
First Citizens Bank & Trust
North Carolina
$287K +$14.5K +99 +5%
IWC
631
Integrated Wealth Concepts
Massachusetts
$286K -$374K -2,548 -54%
CPC
632
Cookson Peirce & Co
Pennsylvania
$285K -$813K -5,541 -72%
KFG
633
Kingdom Financial Group
Arizona
$285K +$316K +2,152 New
JCM
634
Jacobi Capital Management
Pennsylvania
$281K – – –
EPW
635
Evolve Private Wealth
California
$281K +$311K +2,120 New
MLL
636
Moody Lynn & Lieberson
Massachusetts
$280K – – –
NW
637
NewEdge Wealth
Pennsylvania
$280K +$109K +741 +54%
DWM
638
Destination Wealth Management
California
$277K +$307K +2,092 New
CIM
639
Cambria Investment Management
California
$275K -$13.9K -95 -4%
AC
640
Apella Capital
Connecticut
$275K +$293 +2 +0.1%
SHGA
641
Sand Hill Global Advisors
California
$271K – – –
TPW
642
Tiller Private Wealth
Pennsylvania
$269K +$147 +1 +0%
RAM
643
Redmond Asset Management
Virginia
$268K +$3.67K +25 +1%
FPW
644
Fairvoy Private Wealth
Alabama
$266K -$49.7K -339 -14%
PS
645
Principal Securities
Iowa
$265K -$12.6K -86 -4%
HF
646
Holcombe Financial
Georgia
$265K – – –
EDRH
647
Edmond de Rothschild Holding
Switzerland
$265K +$293K +2,000 New
PWMA
648
Pension & Wealth Management Advisors
Massachusetts
$265K +$293K +2,000 New
EGM
649
Engineers Gate Manager
New York
$262K +$290K +1,975 New
SSWM
650
Smith Salley Wealth Management
North Carolina
$260K -$10.6K -72 -4%
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