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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
651
Smith Salley Wealth Management
North Carolina
$260K -$10.6K -72 -4%
HI
652
Horizon Investments
North Carolina
$258K +$8.51K +58 +3%
FCM
653
Fell Capital Management
California
$257K +$285K +1,940 New
AWE
654
Avidian Wealth Enterprises
Texas
$257K – – –
SB
655
SIG Brokerage
New York
$256K -$495K -3,372 -64%
WANY
656
Wealthspire Advisors (New York)
New York
$253K +$52.4K +357 +23%
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$252K – – –
RPC
658
Rossmore Private Capital
Connecticut
$252K – – –
SAM
659
Sawgrass Asset Management
Florida
$252K – – –
WC
660
Whitney & Co
New York
$252K – – –
IAS
661
Insigneo Advisory Services
Florida
$252K +$43K +293 +18%
MAM
662
Madison Asset Management
Wisconsin
$250K -$147 -1 -0.1%
IP
663
Investment Partners
Ohio
$249K +$8.8K +60 +3%
DWS
664
Dynamic Wealth Strategies
California
$249K +$69.2K +472 +34%
PMFA
665
Plante Moran Financial Advisors
Michigan
$248K – – –
CCM
666
Coldstream Capital Management
Washington
$247K +$4.55K +31 +2%
FZCM
667
Flynn Zito Capital Management
New York
$247K -$11.4K -78 -4%
FA
668
Fiducient Advisors
Illinois
$245K +$271K +1,846 New
VWWMG
669
Vermillion & White Wealth Management Group
Pennsylvania
$244K – – –
WWM
670
Western Wealth Management
Colorado
$243K +$16.7K +114 +7%
RAM
671
Riggs Asset Management
Pennsylvania
$241K – – –
FNA
672
First National Advisers
Nebraska
$241K +$267K +1,819 New
DS
673
DRW Securities
Illinois
$241K +$267K +1,818 New
AU
674
AlphaGrep UK
$239K +$265K +1,808 New
HWA
675
Heartwood Wealth Advisors
Virginia
$236K – – –
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