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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
526
Delta Asset Management
Tennessee
$5.8K – – –
SIC
527
SJS Investment Consulting
Ohio
$5.72K +$4.84K +127 +605%
EW
528
Elyxium Wealth
California
$5.41K +$5.34K +140 New
POIA
529
Pin Oak Investment Advisors
Texas
$5K – – –
AIM
530
Anchor Investment Management
South Carolina
$4.54K – – –
KFI
531
Key Financial Inc
Pennsylvania
$4.52K – – –
AEPWM
532
Atlantic Edge Private Wealth Management
Florida
$4.37K +$4.31K +113 New
HHMI
533
Howard Hughes Medical Institute
Maryland
$4.33K – – –
SJIM
534
St. Johns Investment Management
Florida
$4.25K – – –
QL
535
Quarry LP
New York
$4.18K -$40.2K -1,054 -91%
CT
536
Colonial Trust
South Carolina
$3.84K -$267 -7 -7%
JWA
537
JFS Wealth Advisors
Pennsylvania
$3.79K +$2.25K +59 +151%
PTC
538
Private Trust Company
Ohio
$3.75K +$1.41K +37 +62%
NSIM
539
North Star Investment Management
Illinois
$3.33K +$496 +13 +18%
AWM
540
Abound Wealth Management
Tennessee
$3.3K – – –
CFB
541
Cullen/Frost Bankers
Texas
$3.28K -$343 -9 -10%
BCWM
542
Bartlett & Co Wealth Management
Ohio
$3.25K +$686 +18 +27%
MCM
543
MV Capital Management
Maryland
$2.75K -$3.58K -94 -57%
HHCP
544
Hilton Head Capital Partners
South Carolina
$2.55K +$2.52K +66 New
QC
545
Quent Capital
New York
$2.4K -$9.3K -244 -80%
DIP
546
DT Investment Partners
Pennsylvania
$2.32K – – –
TWD
547
True Wealth Design
Ohio
$2.28K -$1.26K -33 -36%
MPW
548
MASECO Private Wealth
$2.16K – – –
FFO
549
Fortitude Family Office
Arizona
$2.09K +$153 +4 +8%
SEP
550
Signature Equity Partners
Ohio
$2.05K +$2.02K +53 New
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