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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
551
Valued Wealth Advisors
Utah
$863 -$257 -6 -23%
KG
552
Kilter Group
New York
$863 +$856 +20 New
SIC
553
SJS Investment Consulting
Ohio
$734 +$214 +5 +42%
CA
554
CoreCap Advisors
Michigan
$690 -$171 -4 -20%
ACA
555
American Capital Advisory
Idaho
$605 +$599 +14 New
AF
556
Advisornet Financial
Minnesota
$561 -$2.44K -57 -81%
CTC
557
Central Trust Company
Missouri
$518 -$5.65K -132 -92%
BWL
558
Bogart Wealth LLC
Virginia
$518 +$513 +12 New
QWM
559
Quaker Wealth Management
New Jersey
$518 +$513 +12 New
BCWM
560
Bartlett & Co Wealth Management
Ohio
$475 +$385 +9 +450%
PWA
561
Principia Wealth Advisory
Texas
$432 -$128 -3 -23%
PWMG
562
Prestige Wealth Management Group
New Jersey
$389 +$385 +9 New
TSMHT
563
Thurston Springer Miller Herd & Titak
Indiana
$388 – – –
HIA
564
HFM Investment Advisors
New Jersey
$388 +$299 +7 +350%
OP
565
ORG Partners
Indiana
$366 +$342 +8 New
SFCL
566
Strengthening Families & Communities LLC
Massachusetts
$349 +$342 +8 New
BHWM
567
Bay Harbor Wealth Management
Maryland
$345 +$86 +2 +33%
TCOT
568
Trust Company of Toledo
Ohio
$345 +$342 +8 New
WPA
569
Wealth Preservation Advisors
Tennessee
$259 -$1.63K -38 -86%
PWM
570
Parkworth Wealth Management
California
$259 +$171 +4 +200%
HWP
571
Highline Wealth Partners
California
$129 -$2.4K -56 -95%
PWAM
572
Private Wealth Asset Management
Iowa
$129 – – –
AG
573
AmeriFlex Group
Nevada
$89 – – –
SC
574
Stephens Consulting
Michigan
$44 +$43 +1 New
MAM
575
Meeder Asset Management
Ohio
$43 -$8.56K -200 -100%
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