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Jabil
JBL

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Advisory Alpha
Michigan
$658K -$14.4K -89 -3%
LFG
502
Larson Financial Group
Missouri
$642K +$55.1K +340 +13%
EI
503
EDMP Inc
Florida
$640K – – –
VP
504
Verum Partners
North Carolina
$639K -$155K -954 -25%
BMSSC
505
B. Metzler seel. Sohn & Co
Germany
$638K – – –
LJAC
506
L.J. Altfest & Co
New York
$627K +$466K +2,873 New
HNB
507
Huntington National Bank
Ohio
$623K +$11K +68 +2%
BBHC
508
Brown Brothers Harriman & Co
New York
$621K +$15.2K +94 +3%
I
509
InceptionR
California
$616K -$1.25M -7,697 -73%
CFO
510
Callan Family Office
Pennsylvania
$612K +$455K +2,807 New
FFM
511
Forum Financial Management
Illinois
$611K -$6.48K -40 -1%
JSSH
512
J. Safra Sarasin Holding
$608K -$991K -6,114 -69%
AFCM
513
Applied Finance Capital Management
Puerto Rico
$603K -$27.1K -167 -6%
MWPCG
514
Measured Wealth Private Client Group
New Hampshire
$603K -$324 -2 -0.1%
SOW
515
State of Wyoming
Wyoming
$595K -$71.2K -439 -14%
OIA
516
OneDigital Investment Advisors
Kansas
$592K +$185K +1,142 +73%
SCM
517
Stevens Capital Management
Pennsylvania
$589K +$37.1K +229 +9%
P
518
&Partners
Tennessee
$586K +$28K +173 +7%
USCWA
519
U.S. Capital Wealth Advisors
Texas
$586K +$26.3K +162 +6%
QI
520
Qtron Investments
Massachusetts
$581K +$432K +2,663 New
HCMT
521
Highland Capital Management (Tennessee)
Tennessee
$575K -$4.21K -26 -1%
IMCOOI
522
Investment Management Corp of Ontario (IMCO)
Canada
$575K -$81K -500 -16%
IC
523
Inscription Capital
Texas
$566K +$421K +2,596 New
GWMR
524
GC Wealth Management RIA
Massachusetts
$565K +$420K +2,592 New
RFG
525
Range Financial Group
Oregon
$562K +$150K +926 +56%
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