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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
526
Main Street Group
Virginia
$5.42K – – –
AIM
527
Anchor Investment Management
South Carolina
$5.29K – – –
KFI
528
Key Financial Inc
Pennsylvania
$5.27K – – –
POIA
529
Pin Oak Investment Advisors
Texas
$5K – – –
PWA
530
Physician Wealth Advisors
Utah
$4.96K – – –
SJIM
531
St. Johns Investment Management
Florida
$4.96K – – –
FMP
532
Financial Management Professionals
Texas
$4.55K +$1.42K +28 +38%
CWM
533
Crowley Wealth Management
Delaware
$4.51K – – –
PTC
534
Private Trust Company
Ohio
$4.1K +$1.82K +36 +65%
FFO
535
Fortitude Family Office
Arizona
$4.05K – – –
HWM
536
Hemington Wealth Management
Virginia
$4K +$608 +12 +14%
SIS
537
Sound Income Strategies
Florida
$3.85K +$51 +1 +1%
CT
538
Colonial Trust
South Carolina
$3.77K -$4.72K -93 -52%
JWA
539
JFS Wealth Advisors
Pennsylvania
$3.69K +$2.08K +41 +100%
PWMG
540
Private Wealth Management Group
New Jersey
$3.38K +$2.64K +52 +226%
BIA
541
Bell Investment Advisors
California
$3.29K -$913 -18 -20%
SC
542
SouthState Corp
Florida
$3.29K +$3.7K +73 New
NSIM
543
North Star Investment Management
Illinois
$3.29K -$101 -2 -3%
AF
544
Advisornet Financial
Minnesota
$3.15K +$3.04K +60 +600%
AP
545
Aspect Partners
Virginia
$2.93K -$101 -2 -3%
HFS
546
Hughes Financial Services
Virginia
$2.87K +$3.19K +63 New
DIP
547
DT Investment Partners
Pennsylvania
$2.7K – – –
WT
548
Whittier Trust
California
$2.7K – – –
HWP
549
Highline Wealth Partners
California
$2.66K +$2.99K +59 New
AWM
550
Abound Wealth Management
Tennessee
$2.63K -$2.13K -42 -42%
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