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Jacobs Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Sugarloaf Wealth Management
Georgia
$5K – – –
VCM
677
Versant Capital Management
Arizona
$5K – – –
EWA
678
EverSource Wealth Advisors
Alabama
$5K +$1.5K +14 +42%
CFD
679
Creative Financial Designs
Indiana
$4K – – –
HH
680
HWG Holdings
Texas
$4K – – –
CI
681
Cordant Inc
Oregon
$4K +$3.54K +33 New
MCM
682
MV Capital Management
Maryland
$2K -$4.83K -45 -70%
BWM
683
BerganKDV Wealth Management
Minnesota
$2K – – –
CAM
684
ClariVest Asset Management
California
$2K – – –
KFI
685
Key Financial Inc
Pennsylvania
$2K – – –
PWMG
686
Prestige Wealth Management Group
New Jersey
$2K – – –
SC
687
Schubert & Co
Texas
$2K – – –
Loomis, Sayles & Company
688
Loomis, Sayles & Company
Massachusetts
$2K +$1.61K +15 New
GKIM
689
GW&K Investment Management
Massachusetts
$2K +$1.82K +17 New
DI
690
Disciplined Investments
Oklahoma
$2K +$2.04K +19 New
AA
691
Addison Advisors
Vermont
$1K – – –
CWC
692
Carolinas Wealth Consulting
North Carolina
$1K – – –
CWP
693
Concord Wealth Partners
Virginia
$1K – – –
CFN
694
Cordasco Financial Network
Florida
$1K – – –
EIP
695
Ellis Investment Partners
Pennsylvania
$1K – – –
JWM
696
Janiczek Wealth Management
Colorado
$1K – – –
SC
697
Sierra Capital
Florida
$1K – – –
SWA
698
SOA Wealth Advisors
New York
$1K – – –
PO
699
Private Ocean
California
$1K +$536 +5 New
CAL
700
Capital Advisors Ltd
Ohio
$1K +$751 +7 +175%