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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
751
MassMutual Private Wealth & Trust
Connecticut
$22.8K -$1.35K -11 -6%
ECA
752
Elevated Capital Advisors
Utah
$21K – – –
MFP
753
Meramec Financial Planners
Missouri
$21K -$7.13K -58 -27%
VCM
754
Versant Capital Management
Arizona
$20.8K -$15.4K -125 -43%
GSWM
755
Golden State Wealth Management
California
$20K – – –
CAL
756
Capital Advisors Ltd
Ohio
$20K -$369 -3 -2%
HIIFS
757
Harel Insurance Investments & Financial Services
Israel
$20K +$1.72K +14 +10%
AEPWM
758
Atlantic Edge Private Wealth Management
Florida
$19.5K – – –
CB
759
Community Bank
New York
$18.9K – – –
TCOV
760
Trust Company of Vermont
Vermont
$18.9K +$18.5K +150 New
OCWP
761
Owl Creek Wealth Partners
Colorado
$17.3K +$1.23K +10 +8%
CFO
762
CVA Family Office
Colorado
$17.1K -$1.35K -11 -7%
EP
763
Essential Partners
California
$17K -$199K -1,618 -92%
FB
764
First Bancorp
Maine
$16.6K +$16.2K +132 New
BWL
765
Bogart Wealth LLC
Virginia
$16.1K +$11.8K +96 +300%
CPG
766
Cornerstone Planning Group
New Jersey
$15.7K -$2.09K -17 -12%
TWD
767
True Wealth Design
Ohio
$14.7K -$20.2K -164 -58%
IA
768
IFG Advisory
Georgia
$14.5K +$14.1K +115 New
IAIM
769
International Assets Investment Management
Florida
$14.5K -$10.9K -89 -43%
RF
770
Roxbury Financial
New Jersey
$14.1K – – –
BIA
771
Bell Investment Advisors
California
$13.1K +$7.38K +60 +136%
EWM
772
Evolution Wealth Management
Florida
$12.9K +$12.5K +102 New
KA
773
Kozak & Associates
Colorado
$12.6K – – –
OCM
774
Orion Capital Management
California
$12.6K -$18.5K -150 -60%
PFG
775
Premier Financial Group
California
$12.3K +$12.1K +98 New
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