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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
526
Marshall & Sterling Wealth Advisors
New York
$5.11K +$5.43K +120 New
AIM
527
Anchor Investment Management
South Carolina
$5K – – –
KFI
528
Key Financial Inc
Pennsylvania
$4.99K – – –
HFS
529
Horizon Financial Services
North Carolina
$4.94K +$3.58K +79 +214%
POIA
530
Pin Oak Investment Advisors
Texas
$4.9K – – –
HHMI
531
Howard Hughes Medical Institute
Maryland
$4.77K +$272 +6 +6%
SJIM
532
St. Johns Investment Management
Florida
$4.68K – – –
CT
533
Colonial Trust
South Carolina
$4.51K +$1.27K +28 +36%
HIA
534
Harbor Investment Advisory
Maryland
$4.47K – – –
CFB
535
Cullen/Frost Bankers
Texas
$4.01K – – –
TWD
536
True Wealth Design
Ohio
$3.92K +$1.95K +43 +88%
WA
537
WPG Advisers
Maryland
$3.66K -$45 -1 -1%
AWM
538
Abound Wealth Management
Tennessee
$3.63K – – –
PWMG
539
Private Wealth Management Group
New Jersey
$3.58K – – –
RWS
540
Retirement Wealth Solutions
Wisconsin
$3.53K -$6.02K -133 -62%
BI
541
Binnacle Investments
Iowa
$3.36K +$453 +10 +14%
GWSG
542
GPS Wealth Strategies Group
Colorado
$3.28K +$3.48K +77 New
OP
543
ORG Partners
Indiana
$3.19K +$3.03K +67 +838%
RWM
544
Rialto Wealth Management
New York
$3.15K -$91 -2 -3%
BIA
545
Bell Investment Advisors
California
$3.15K +$91 +2 +3%
NSIM
546
North Star Investment Management
Illinois
$3.11K – – –
HI
547
Harbour Investments
Wisconsin
$2.9K +$950 +21 +45%
CT
548
Clearstead Trust
Maine
$2.81K +$996 +22 +50%
BCWM
549
Bartlett & Co Wealth Management
Ohio
$2.81K +$2.49K +55 +500%
HHGA
550
Halbert Hargrove Global Advisors
California
$2.77K +$2.94K +65 New
20 21
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