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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
501
Quent Capital
New York
$13K +$13.8K +306 New
MMG
502
Monetary Management Group
Missouri
$12.8K – – –
PB
503
Pinnacle Bancorp
Nebraska
$12.6K +$2.08K +46 +18%
UB
504
UMB Bank
Missouri
$12.2K -$4.44K -98 -25%
AGWCA
505
Annis Gardner Whiting Capital Advisors
Florida
$11.9K +$769 +17 +6%
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.9K +$12.7K +280 New
AFWM
507
Abich Financial Wealth Management
Virginia
$11.6K +$12.3K +272 New
GKIM
508
GW&K Investment Management
Massachusetts
$11K +$317 +7 +3%
ZBNA
509
Zions Bancorporation, National Association
Utah
$10.6K +$1.27K +28 +13%
SWIM
510
Smallwood Wealth Investment Management
New Jersey
$10.6K – – –
PFBT
511
Parkside Financial Bank & Trust
Missouri
$10.2K -$1.54K -34 -12%
HWM
512
Hemington Wealth Management
Virginia
$10K +$2.63K +58 +31%
FP
513
Financial Perspectives
Minnesota
$9.54K – – –
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$9.49K – – –
BGAI
515
Bruce G. Allen Investments
Colorado
$8.26K – – –
FMP
516
Financial Management Professionals
Texas
$8.05K +$1.04K +23 +14%
HDIM
517
Hanson & Doremus Investment Management
Vermont
$8K +$8.87K +196 New
SL
518
Salomon & Ludwin
Virginia
$7.81K +$8.42K +186 New
MCM
519
MV Capital Management
Maryland
$7.03K +$2.58K +57 +53%
SIS
520
Sound Income Strategies
Florida
$6.86K +$4.44K +98 +158%
EB
521
Eastern Bank
Massachusetts
$6.64K – – –
EP
522
Essential Partners
California
$6.43K +$2.76K +61 +68%
DAM
523
Delta Asset Management
Tennessee
$6.39K – – –
CFO
524
CVA Family Office
Colorado
$6.26K – – –
LFG
525
Larson Financial Group
Missouri
$5.83K +$6.2K +137 New
19 20
21
22 23