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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
501
Compass Financial Services
Iowa
$6.99K – – –
EB
502
Eastern Bank
Massachusetts
$6.73K – – –
DAM
503
Delta Asset Management
Tennessee
$6.47K – – –
CFO
504
CVA Family Office
Colorado
$6.34K -$2.57K -60 -29%
MSG
505
Main Street Group
Virginia
$5.19K -$43 -1 -0.8%
AIM
506
Anchor Investment Management
South Carolina
$5.06K – – –
KFI
507
Key Financial Inc
Pennsylvania
$5.05K – – –
POIA
508
Pin Oak Investment Advisors
Texas
$5K – – –
SJIM
509
St. Johns Investment Management
Florida
$4.75K – – –
MCM
510
MV Capital Management
Maryland
$4.66K +$2.74K +64 +145%
HHMI
511
Howard Hughes Medical Institute
Maryland
$4.57K +$4.54K +106 New
HIA
512
Harbor Investment Advisory
Maryland
$4.53K +$3.21K +75 +250%
CFB
513
Cullen/Frost Bankers
Texas
$4.04K -$2.82K -66 -41%
EP
514
Essential Partners
California
$3.88K +$3.85K +90 New
WA
515
WPG Advisers
Maryland
$3.75K -$2.05K -48 -36%
AWM
516
Abound Wealth Management
Tennessee
$3.68K +$1.16K +27 +47%
PWMG
517
Private Wealth Management Group
New Jersey
$3.63K +$385 +9 +12%
CIA
518
Cape Investment Advisory
Georgia
$3.45K -$5.22K -122 -60%
CT
519
Colonial Trust
South Carolina
$3.36K -$299 -7 -8%
SAM
520
Smartleaf Asset Management
Massachusetts
$3.36K -$11.2K -262 -77%
RWM
521
Rialto Wealth Management
New York
$3.28K +$1.33K +31 +69%
NSIM
522
North Star Investment Management
Illinois
$3.15K – – –
BIA
523
Bell Investment Advisors
California
$3.11K -$43 -1 -1%
BI
524
Binnacle Investments
Iowa
$2.98K +$1.2K +28 +68%
BFS
525
Bare Financial Services
Pennsylvania
$2.81K +$2.78K +65 New
19 20
21
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