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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
BHC
701
Bull Harbor Capital
Maryland
$210K +$224K +1,646 New
TBNY
702
Trustco Bank (New York)
New York
$209K -$13.6K -100 -6%
EWM
703
Evermay Wealth Management
Virginia
$208K – – –
GCM
704
Graham Capital Management
Connecticut
$206K +$220K +1,620 New
CIA
705
Capital Investment Advisors
Georgia
$205K -$5.85K -43 -3%
NERM
706
New England Research & Management
Illinois
$204K -$1.31M -9,668 -86%
TPI
707
Trust Point Inc
Wisconsin
$200K +$214K +1,575 New
CFG
708
Chapman Financial Group
Hawaii
$198K – – –
SAM
709
Smartleaf Asset Management
Massachusetts
$184K -$6.25K -46 -3%
SWP
710
Strategic Wealth Partners
Ohio
$181K -$36K -265 -16%
AIM
711
Axiom Investment Management
New York
$173K +$185K +1,359 New
S
712
SignatureFD
Georgia
$160K +$8.43K +62 +5%
CAL
713
Capital Analysts LLC
Pennsylvania
$150K -$3.26K -24 -2%
HPC
714
HM Payson & Co
Maine
$147K – – –
CA
715
Centerpoint Advisors
Massachusetts
$146K – – –
TRCT
716
Tower Research Capital (TRC)
New York
$138K -$199K -1,461 -57%
AIP
717
Ameritas Investment Partners
Nebraska
$136K – – –
WTC
718
WhitTier Trust Company
Nevada
$133K +$1.63K +12 +1%
KAS
719
Kemnay Advisory Services
New York
$130K +$129K +947 +1,246%
ERSOT
720
Employees Retirement System of Texas
Texas
$129K – – –
SIS
721
Sound Income Strategies
Florida
$127K -$3.26K -24 -2%
AIM
722
Anchor Investment Management
South Carolina
$127K – – –
RFP
723
Root Financial Partners
California
$123K +$8.97K +66 +7%
PA
724
Parallel Advisors
California
$120K +$2.17K +16 +2%
DMBA
725
Deseret Mutual Benefit Administrators
Utah
$112K +$85.4K +628 +251%
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