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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
526
JNBA Financial Advisors
Minnesota
$8.67K -$8.2K -161 -50%
DAM
527
Delta Asset Management
Tennessee
$8.08K – – –
CA
528
Centerpoint Advisors
Massachusetts
$8K – – –
CTC
529
Central Trust Company
Missouri
$7.76K -$51 -1 -0.7%
ZRP
530
Zynergy Retirement Planning
New Jersey
$7.66K – – –
AGWCA
531
Annis Gardner Whiting Capital Advisors
Florida
$7.49K -$2.44K -48 -26%
SO
532
Sierra Ocean
California
$7.11K +$6.72K +132 New
SWM
533
Sanctuary Wealth Management
Idaho
$7.06K – – –
DJSG
534
D.J. St. Germain
Massachusetts
$6.84K +$6.47K +127 New
MSG
535
Main Street Group
Virginia
$6.48K +$51 +1 +0.8%
AIM
536
Anchor Investment Management
South Carolina
$6.32K – – –
KFI
537
Key Financial Inc
Pennsylvania
$6.3K – – –
POIA
538
Pin Oak Investment Advisors
Texas
$6K – – –
SJIM
539
St. Johns Investment Management
Florida
$5.92K – – –
PWA
540
Physician Wealth Advisors
Utah
$5.92K +$5.6K +110 New
ACA
541
Atlas Capital Advisors
Wyoming
$5.71K – – –
AWM
542
Abound Wealth Management
Tennessee
$5.4K +$2.85K +56 +127%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$5.39K -$87.7K -1,722 -95%
CWM
544
Crowley Wealth Management
Delaware
$5.39K +$5.09K +100 New
CA
545
Continuum Advisory
Idaho
$5.06K -$1.53K -30 -24%
BIA
546
Bell Investment Advisors
California
$4.9K -$102 -2 -2%
FFO
547
Fortitude Family Office
Arizona
$4.85K – – –
SIS
548
Sound Income Strategies
Florida
$4.6K -$10.1K -199 -70%
NSIM
549
North Star Investment Management
Illinois
$4.04K – – –
HWM
550
Hemington Wealth Management
Virginia
$4K -$968 -19 -18%
20 21
22
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