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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
576
SOA Wealth Advisors
New York
$1.36K +$1.27K +25 New
BWAM
577
Boyd Watterson Asset Management
Ohio
$1.24K – – –
PWMG
578
Private Wealth Management Group
New Jersey
$1.24K +$1.17K +23 New
VWM
579
Valley Wealth Managers
New Jersey
$1.13K – – –
WWM
580
Wolff Wiese Magana
California
$1.08K – – –
CAS
581
Coppell Advisory Solutions
Texas
$1.07K – – –
AW
582
Avion Wealth
Texas
$1K -$4.28K -84 -76%
PWA
583
Principia Wealth Advisory
Texas
$754 +$713 +14 New
RTC
584
Riverview Trust Company
Washington
$754 +$713 +14 New
DPW
585
DiNuzzo Private Wealth
Pennsylvania
$647 +$611 +12 New
SIC
586
SJS Investment Consulting
Ohio
$647 +$611 +12 New
GBT
587
Grove Bank & Trust
Florida
$646 +$611 +12 New
RIL
588
Rothschild Investment LLC
Illinois
$646 +$611 +12 New
AF
589
Advisornet Financial
Minnesota
$539 +$509 +10 New
TWD
590
True Wealth Design
Ohio
$485 +$458 +9 New
TSMHT
591
Thurston Springer Miller Herd & Titak
Indiana
$484 – – –
BFPW
592
BOK Financial Private Wealth
Colorado
$431 +$408 +8 New
GFPC
593
Global Financial Private Client
Florida
$323 +$306 +6 New
HWA
594
HHM Wealth Advisors
Tennessee
$270 +$255 +5 New
WW
595
Winnow Wealth
Texas
$223 +$255 +5 New
WTC
596
WhitTier Trust Company
Nevada
$215 – – –
CIA
597
Cape Investment Advisory
Georgia
$108 +$102 +2 New
PWM
598
Parkworth Wealth Management
California
$108 +$102 +2 New
NS
599
NBC Securities
Alabama
$67 +$51 +1 New
AWM
600
Activest Wealth Management
Florida
$54 +$51 +1 New
22 23
24
25 26