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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
751
Community Bank
New York
$18.9K – – –
TCOV
752
Trust Company of Vermont
Vermont
$18.9K +$18.5K +150 New
OCWP
753
Owl Creek Wealth Partners
Colorado
$17.3K +$1.23K +10 +8%
CFO
754
CVA Family Office
Colorado
$17.1K -$1.35K -11 -7%
EP
755
Essential Partners
California
$17K -$199K -1,618 -92%
FB
756
First Bancorp
Maine
$16.6K +$16.2K +132 New
BWL
757
Bogart Wealth LLC
Virginia
$16.1K +$11.8K +96 +300%
CPG
758
Cornerstone Planning Group
New Jersey
$15.7K -$2.09K -17 -12%
TWD
759
True Wealth Design
Ohio
$14.7K -$20.2K -164 -58%
IA
760
IFG Advisory
Georgia
$14.5K +$14.1K +115 New
IAIM
761
International Assets Investment Management
Florida
$14.5K -$10.9K -89 -43%
RF
762
Roxbury Financial
New Jersey
$14.1K – – –
BIA
763
Bell Investment Advisors
California
$13.1K +$7.38K +60 +136%
EWM
764
Evolution Wealth Management
Florida
$12.9K +$12.5K +102 New
KA
765
Kozak & Associates
Colorado
$12.6K – – –
OCM
766
Orion Capital Management
California
$12.6K -$18.5K -150 -60%
MHR
767
Matthew Hamilton Rosenberg
$11.8K – – –
TFA
768
Transamerica Financial Advisors
Florida
$11.5K +$1.35K +11 +14%
TM
769
Torren Management
California
$11.1K – – –
SIM
770
Synergy Investment Management
Florida
$9.62K +$2.95K +24 +48%
HFS
771
Hughes Financial Services
Virginia
$9.45K +$369 +3 +4%
MAM
772
Meeder Asset Management
Ohio
$9.45K +$2.21K +18 +32%
CA
773
Crewe Advisors
Utah
$9.2K -$2.58K -21 -22%
MBFW
774
Morton Brown Family Wealth
Pennsylvania
$9.09K – – –
AT
775
Arlington Trust
Alabama
$8.44K – – –
29 30
31
32 33