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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
501
Creative Financial Designs
Indiana
$15.2K – – –
NB
502
NBT Bank
New York
$14.2K +$13.7K +317 +813%
EP
503
Essential Partners
California
$14K -$9.62K -223 -39%
LFG
504
Larson Financial Group
Missouri
$13.2K +$5.09K +118 +55%
UB
505
UMB Bank
Missouri
$13.1K +$4.66K +108 +49%
RF
506
Rossby Financial
Florida
$13K +$2.46K +57 +21%
SI
507
Sapience Investments
California
$12.7K -$724K -16,783 -98%
HWA
508
HHM Wealth Advisors
Tennessee
$12.5K +$13.5K +313 New
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$12.5K – – –
MMG
510
Monetary Management Group
Missouri
$12K – – –
PB
511
Pinnacle Bancorp
Nebraska
$11.8K – – –
QL
512
Quarry LP
New York
$11.2K +$7.5K +174 +161%
HWA
513
Heritage Wealth Advisors
Virginia
$10.5K +$11.3K +263 New
WA
514
Whipplewood Advisors
Colorado
$9.96K +$10.4K +240 +2,400%
SWIM
515
Smallwood Wealth Investment Management
New Jersey
$9.88K – – –
BHWM
516
Beaird Harris Wealth Management
Texas
$9.32K – – –
SWM
517
SHP Wealth Management
Massachusetts
$9.17K -$3.02K -70 -23%
WSFS
518
Wilmington Savings Fund Society
Delaware
$9.01K -$23.2K -538 -70%
FP
519
Financial Perspectives
Minnesota
$8.93K – – –
FFO
520
Fortitude Family Office
Arizona
$8.49K +$6.86K +159 +294%
KAS
521
Kemnay Advisory Services
New York
$8.37K +$9.06K +210 New
ZBNA
522
Zions Bancorporation, National Association
Utah
$7.77K -$140K -3,246 -94%
AUB
523
Atlantic Union Bankshares
Virginia
$7.57K – – –
TGY2IT
524
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$7.29K +$7.89K +183 New
GKIM
525
GW&K Investment Management
Massachusetts
$7K +$1.12K +26 +16%
19 20
21
22 23