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Packaging Corp of America
PKG

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
701
GoalVest Advisory
New York
$76.3K – – –
OCM
702
Orion Capital Management
California
$75.4K – – –
OC
703
Oakworth Capital
Alabama
$73.2K – – –
PFBT
704
Parkside Financial Bank & Trust
Missouri
$72.1K +$4.13K +20 +6%
ZBNA
705
Zions Bancorporation, National Association
Utah
$70.6K +$22.3K +108 +50%
TWD
706
True Wealth Design
Ohio
$68.4K +$51.1K +248 +376%
CA
707
Clearstead Advisors
Ohio
$66.3K -$30.5K -148 -33%
AT
708
Avalon Trust
New Mexico
$65.8K +$412 +2 +0.7%
HI
709
Harbour Investments
Wisconsin
$65.6K +$1.86K +9 +3%
FGA
710
Fortis Group Advisors
New Jersey
$65.4K – – –
WC
711
Westerkirk Capital
$65.4K – – –
RWM
712
Rialto Wealth Management
New York
$62.3K +$412 +2 +0.7%
CH
713
Cromwell Holdings
Wyoming
$61.8K – – –
ASN
714
Advisory Services Network
Georgia
$61.4K +$58.2K +282 New
SAM
715
Shell Asset Management
Netherlands
$56K -$13K -63 -20%
OL
716
OneFund LLC
Florida
$52.5K +$1.86K +9 +4%
HPC
717
HM Payson & Co
Maine
$52.3K – – –
WW
718
Winnow Wealth
Texas
$49.9K +$47.2K +229 New
AIM
719
Anchor Investment Management
South Carolina
$49.7K – – –
SC
720
SouthState Corp
Florida
$48.8K -$1.44K -7 -3%
RFP
721
Root Financial Partners
California
$46K +$43.5K +211 New
SIM
722
Sentry Investment Management
Wisconsin
$46K -$8.87K -43 -17%
GSWM
723
Golden State Wealth Management
California
$45.5K – – –
BCWM
724
Bartlett & Co Wealth Management
Ohio
$44.1K – – –
BCV
725
Banque Cantonale Vaudoise
Switzerland
$44K – – –
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