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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
726
True Wealth Design
Ohio
$67K – – –
CCA
727
Catalyst Capital Advisors
New York
$65K -$2.73K -19 -4%
AGWCA
728
Annis Gardner Whiting Capital Advisors
Florida
$63.1K +$55.8K +388 +1,176%
GBT
729
Grove Bank & Trust
Florida
$62.2K – – –
LI
730
LRI Investments
Florida
$60.1K +$12.6K +88 +28%
LCM
731
Logan Capital Management
Pennsylvania
$59.9K – – –
RA
732
Ransom Advisory
Rhode Island
$59.9K – – –
SGK
733
Steigerwald Gordon & Koch
Virginia
$55.9K +$53.6K +373 New
MPWT
734
MassMutual Private Wealth & Trust
Connecticut
$54.5K +$10.8K +75 +26%
MA
735
Montag & Associates
Georgia
$52.2K -$194K -1,353 -79%
WAS
736
Winch Advisory Services
Wisconsin
$51.5K +$144 +1 +0.3%
OL
737
OneFund LLC
Florida
$51.3K +$1.44K +10 +3%
CH
738
Cromwell Holdings
Wyoming
$51.1K – – –
MFT
739
Moisand Fitzgerald Tamayo
Florida
$50.4K – – –
BOJHT
740
Bank of Jackson Hole Trust
Wyoming
$50.1K -$80.5K -560 -63%
PFBT
741
Parkside Financial Bank & Trust
Missouri
$49.3K -$11.2K -78 -19%
CAM
742
Costello Asset Management
Pennsylvania
$48.7K – – –
BCWM
743
Bartlett & Co Wealth Management
Ohio
$47.7K – – –
MG
744
Mather Group
Illinois
$45.7K +$43.8K +305 New
HDIM
745
Hanson & Doremus Investment Management
Vermont
$45K – – –
CA
746
CoreCap Advisors
Michigan
$43.2K +$2.01K +14 +5%
BGAI
747
Bruce G. Allen Investments
Colorado
$41.7K – – –
RF
748
Rossby Financial
Florida
$41.5K – – –
VCM
749
Versant Capital Management
Arizona
$39.6K -$6.32K -44 -14%
GSWM
750
Golden State Wealth Management
California
$38.7K +$14.4K +100 +63%
28 29
30
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