We are live on ! Find out more
J icon

Jacobs Solutions
J

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
651
Horizon Investments
North Carolina
$258K +$8.51K +58 +3%
FCM
652
Fell Capital Management
California
$257K +$285K +1,940 New
AWE
653
Avidian Wealth Enterprises
Texas
$257K – – –
SB
654
SIG Brokerage
New York
$256K -$495K -3,372 -64%
WANY
655
Wealthspire Advisors (New York)
New York
$253K +$52.4K +357 +23%
LWCFA
656
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$252K – – –
RPC
657
Rossmore Private Capital
Connecticut
$252K – – –
SAM
658
Sawgrass Asset Management
Florida
$252K – – –
WC
659
Whitney & Co
New York
$252K – – –
IAS
660
Insigneo Advisory Services
Florida
$252K +$43K +293 +18%
MAM
661
Madison Asset Management
Wisconsin
$250K -$147 -1 -0.1%
IP
662
Investment Partners
Ohio
$249K +$8.8K +60 +3%
DWS
663
Dynamic Wealth Strategies
California
$249K +$69.2K +472 +34%
PMFA
664
Plante Moran Financial Advisors
Michigan
$248K – – –
CCM
665
Coldstream Capital Management
Washington
$247K +$4.55K +31 +2%
FZCM
666
Flynn Zito Capital Management
New York
$247K -$11.4K -78 -4%
FA
667
Fiducient Advisors
Illinois
$245K +$271K +1,846 New
VWWMG
668
Vermillion & White Wealth Management Group
Pennsylvania
$244K – – –
WWM
669
Western Wealth Management
Colorado
$243K +$16.7K +114 +7%
RAM
670
Riggs Asset Management
Pennsylvania
$241K – – –
FNA
671
First National Advisers
Nebraska
$241K +$267K +1,819 New
DS
672
DRW Securities
Illinois
$241K +$267K +1,818 New
AU
673
AlphaGrep UK
$239K +$265K +1,808 New
HWA
674
Heartwood Wealth Advisors
Virginia
$236K – – –
PI
675
PFG Investments
New York
$236K +$1.91K +13 +0.7%
25 26
27
28 29