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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
626
Alaska Wealth Advisors
Alaska
$294K – – –
EPW
627
Evolve Private Wealth
California
$293K +$24.3K +179 +8%
AFG
628
Atomi Financial Group
New York
$291K +$3.13K +23 +1%
TC
629
TwinBeech Capital
New York
$289K -$11.1M -81,505 -97%
IP
630
Isthmus Partners
Wisconsin
$286K +$306K +2,249 New
VWA
631
Visionary Wealth Advisors
Illinois
$286K +$680 +5 +0.2%
CCM
632
Coldstream Capital Management
Washington
$285K +$50.3K +370 +20%
BIG
633
Brooklyn Investment Group
New York
$284K -$168K -1,239 -36%
BMO
634
Beck Mack & Oliver
New York
$284K – – –
CI
635
Corient IA
Florida
$284K -$36.7K -270 -11%
BOTPPF
636
Board of the Pension Protection Fund
United Kingdom
$280K +$258K +1,900 +633%
BCI
637
Brinker Capital Investments
Pennsylvania
$278K -$9.52K -70 -3%
FCBT
638
First Citizens Bank & Trust
North Carolina
$276K +$272 +2 +0.1%
KFG
639
Kingdom Financial Group
Arizona
$274K +$408 +3 +0.1%
LAS
640
Lloyd Advisory Services
Georgia
$274K +$293K +2,155 New
JCM
641
Jacobi Capital Management
Pennsylvania
$270K – – –
AC
642
Apella Capital
Connecticut
$269K +$1.5K +11 +0.5%
MLL
643
Moody Lynn & Lieberson
Massachusetts
$269K -$272 -2 -0.1%
PCIA
644
Prime Capital Investment Advisors
Kansas
$268K -$10.1K -74 -3%
PWM
645
Prentice Wealth Management
New York
$262K -$23.4K -172 -8%
ICP
646
Interchange Capital Partners
Pennsylvania
$261K +$64.8K +477 +28%
PAM
647
Panagora Asset Management
Massachusetts
$260K -$306K -2,254 -52%
CPWA
648
Cerro Pacific Wealth Advisors
California
$259K -$142K -1,046 -34%
TPW
649
Tiller Private Wealth
Pennsylvania
$258K +$272 +2 +0.1%
BRWA
650
B. Riley Wealth Advisors
Florida
$257K -$44.5K -327 -14%
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