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SW

Smurfit Westrock

Name Holding Trade Value Shares
Change
Change in
Stake
CC
376
Chicago Capital
Illinois
$301K
PL
377
Perpetual Ltd
Australia
$300K -$127K -2,804 -28%
VAS
378
Vestmark Advisory Solutions
Massachusetts
$299K -$214K -4,733 -40%
EDRH
379
Edmond de Rothschild Holding
Switzerland
$298K +$317K +7,000 New
Corient Private Wealth
380
Corient Private Wealth
Florida
$295K +$5.3K +117 +2%
ONB
381
Old National Bancorp
Indiana
$294K +$313K +6,916 New
IPWA
382
International Private Wealth Advisors
California
$294K -$32.3K -713 -9%
BAM
383
Blueshift Asset Management
New Jersey
$280K +$298K +6,587 New
MA
384
MONECO Advisors
Connecticut
$280K -$11.7K -258 -4%
GCM
385
Graham Capital Management
Connecticut
$279K +$297K +6,554 New
GI
386
GAMMA Investing
California
$273K +$45.3K +1,001 +19%
SFA
387
Sequoia Financial Advisors
Ohio
$270K +$287K +6,348 New
RFC
388
Regions Financial Corp
Alabama
$269K +$286K +6,309 New
GM
389
GeoWealth Management
Illinois
$267K -$45 -1 -0%
TE
390
Tema ETFs
New York
$263K +$279K +6,175 New
PAS
391
Park Avenue Securities
New York
$261K +$27.7K +613 +11%
SWGC
392
Summit Wealth Group (Colorado)
Colorado
$260K +$31K +686 New
ASN
393
Advisory Services Network
Georgia
$259K +$2.13K +47 +0.8%
IWC
394
Integrated Wealth Concepts
Massachusetts
$259K +$51K +1,126 +23%
ANTB
395
AMG National Trust Bank
Colorado
$258K +$274K +6,062 New
KAS
396
Kestra Advisory Services
Texas
$251K -$35.3K -779 -12%
EWA
397
EverSource Wealth Advisors
Alabama
$248K +$6.7K +148 +3%
SPIA
398
Steward Partners Investment Advisory
New York
$246K +$1.81K +40 +0.7%
M&T Bank
399
M&T Bank
New York
$246K -$1.62M -35,715 -86%
IIM
400
INTECH Investment Management
Florida
$242K -$7.29K -161 -3%