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Jacobs Solutions
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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
801
Golden State Wealth Management
California
$20.2K – – –
CAL
802
Capital Advisors Ltd
Ohio
$20K – – –
AEPWM
803
Atlantic Edge Private Wealth Management
Florida
$19.7K – – –
CB
804
Community Bank
New York
$19.1K – – –
CFO
805
CVA Family Office
Colorado
$18.7K +$16.7K +123 +513%
SEP
806
Signature Equity Partners
Ohio
$18.7K -$13.1K -96 -40%
CPG
807
Cornerstone Planning Group
New Jersey
$18.6K +$1.09K +8 +6%
HIIFS
808
Harel Insurance Investments & Financial Services
Israel
$18K +$1.77K +13 +10%
ME
809
McIlrath & Eck
Washington
$16.5K – – –
OCWP
810
Owl Creek Wealth Partners
Colorado
$16.2K +$17.3K +127 New
RF
811
Roxbury Financial
New Jersey
$14.3K – – –
ZBNA
812
Zions Bancorporation, National Association
Utah
$13.2K -$126K -930 -90%
HIA
813
Harbor Investment Advisory
Maryland
$13.2K +$544 +4 +4%
KA
814
Kozak & Associates
Colorado
$12.7K – – –
CA
815
Crewe Advisors
Utah
$12K +$2.58K +19 +25%
MHR
816
Matthew Hamilton Rosenberg
$12K – – –
SC
817
SouthState Corp
Florida
$11.3K -$1.09K -8 -8%
TM
818
Torren Management
California
$11.2K -$30.2K -222 -72%
PPC
819
Park Place Capital
Alabama
$10.7K -$408 -3 -3%
TFA
820
Transamerica Financial Advisors
Florida
$10.2K +$2.17K +16 +25%
TPWA
821
Twin Peaks Wealth Advisors
California
$9.29K +$9.93K +73 New
DCM
822
Dorato Capital Management
Colorado
$9.18K +$9.52K +70 New
HFS
823
Hughes Financial Services
Virginia
$9.16K +$408 +3 +4%
MBFW
824
Morton Brown Family Wealth
Pennsylvania
$9.15K – – –
GKIM
825
GW&K Investment Management
Massachusetts
$9K -$816 -6 -8%
31 32
33
34 35