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Jabil
JBL

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
501
American Trust
Kentucky
$276K -$10.2K -84 -3%
MAM
502
Martingale Asset Management
Massachusetts
$276K -$1.97M -16,256 -87%
AWP
503
Accretive Wealth Partners
New Jersey
$272K – – –
PA
504
Profund Advisors
Maryland
$272K +$2.18K +18 +0.7%
SAM
505
Sawgrass Asset Management
Florida
$269K – – –
PAG
506
Private Advisor Group
New Jersey
$267K +$8.12K +67 +3%
IAA
507
Independent Advisor Alliance
North Carolina
$267K +$3.76K +31 +1%
TWM
508
Trueblood Wealth Management
Ohio
$264K – – –
FTDI
509
First Trust Direct Indexing
Massachusetts
$264K +$46.2K +381 +19%
MYAM
510
Meiji Yasuda Asset Management
Japan
$264K +$61.2K +505 +26%
BCI
511
Brinker Capital Investments
Pennsylvania
$261K +$59.1K +488 +26%
OPS
512
Orion Portfolio Solutions
Nebraska
$261K +$59.1K +488 +26%
BTI
513
Blue Trust Inc
Georgia
$259K +$111K +915 +90%
HWMO
514
Heritage Wealth Management (Ohio)
Ohio
$258K +$288K +2,375 New
BFG
515
Bleakley Financial Group
New Jersey
$257K +$38.9K +321 +16%
SW
516
Simplicity Wealth
New Jersey
$257K +$38.9K +321 +16%
CWM
517
Cordatus Wealth Management
Pennsylvania
$257K +$286K +2,360 New
MSS
518
Mitchell Sinkler & Starr
Pennsylvania
$255K +$275K +2,270 New
AA
519
ALPS Advisors
Colorado
$254K -$970 -8 -0.3%
UB
520
UMB Bank
Missouri
$253K -$24K -198 -8%
AA
521
Axiom Advisory
California
$252K +$252K +2,079 New
SPC
522
Sigma Planning Corp
Michigan
$251K +$280K +2,311 New
BWM
523
Baron Wealth Management
Michigan
$248K +$3.03K +25 +1%
PAS
524
Park Avenue Securities
New York
$247K +$49.8K +411 +22%
VI
525
Vestcor Inc
New Brunswick, Canada
$244K – – –
19 20
21
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