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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
651
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
FRA
652
Front Row Advisors
California
$6K – – –
TWA
653
TCI Wealth Advisors
Arizona
$5.64K -$2.85K -29 -34%
EWA
654
EverSource Wealth Advisors
Alabama
$4.68K – – –
SWM
655
Sugarloaf Wealth Management
Georgia
$4.44K – – –
CFD
656
Creative Financial Designs
Indiana
$3.84K – – –
VCM
657
Versant Capital Management
Arizona
$3.72K – – –
CA
658
Crewe Advisors
Utah
$3.12K -$3.44K -35 -53%
SC
659
Schubert & Co
Texas
$3.12K – – –
HH
660
HWG Holdings
Texas
$3K – – –
HWMA
661
Heritage Wealth Management (Arizona)
Arizona
$2.64K +$1.38K +14 +108%
BHWM
662
Beaird Harris Wealth Management
Texas
$2.64K +$2.65K +27 New
RTL
663
Red Tortoise LLC
Georgia
$2.64K +$2.65K +27 New
MPCL
664
My Personal CFO LLC
Washington
$2.4K +$2.36K +24 New
AWM
665
Abound Wealth Management
Tennessee
$2.16K – – –
NMG
666
New Millennium Group
Utah
$2.16K – – –
PWMG
667
Prestige Wealth Management Group
New Jersey
$2.04K – – –
CAL
668
Capital Advisors Ltd
Ohio
$2K +$1.08K +11 +92%
SIC
669
SJS Investment Consulting
Ohio
$1.56K +$1.08K +11 +220%
DI
670
Disciplined Investments
Oklahoma
$1.2K -$687 -7 -37%
GMA
671
Glassy Mountain Advisors
Maryland
$1.2K +$1.18K +12 New
CAM
672
ClariVest Asset Management
California
$1K – – –
SC
673
Sierra Capital
Florida
$1K – – –
SFG
674
Steward Financial Group
Texas
$1K +$1.18K +12 New
MCM
675
MV Capital Management
Maryland
$961 -$1.08K -11 -52%
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