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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
601
JPL Wealth Management
Colorado
$1.39K -$124 -3 -9%
AF
602
Advisornet Financial
Minnesota
$1.39K +$330 +8 +36%
MPW
603
MASECO Private Wealth
$1.39K -$1.07K -26 -46%
WA
604
WestEnd Advisors
North Carolina
$1.34K +$1.2K +29 New
SWM
605
Spire Wealth Management
Virginia
$1.3K +$372 +9 +47%
WTA
606
Washington Trust Advisors
Massachusetts
$1.25K – – –
CFM
607
Cornerstone Financial Management
Massachusetts
$1.25K +$1.11K +27 New
BH
608
Burk Holdings
Oklahoma
$1.2K – – –
KG
609
Kilter Group
New York
$1.16K – – –
BWAM
610
Boyd Watterson Asset Management
Ohio
$1.06K – – –
1CP
611
1015 Capital Partners
Pennsylvania
$1.06K +$124 +3 +15%
PS
612
Planning Strategies
Pennsylvania
$1.06K +$950 +23 New
TAP
613
Tounjian Advisory Partners
Florida
$1.06K +$950 +23 New
NWM
614
Navigoe Wealth Management
California
$1K +$909 +22 New
DCM
615
Davis Capital Management
Florida
$971 +$537 +13 +163%
HWA
616
HHM Wealth Advisors
Tennessee
$926 -$12.1K -293 -94%
CIAM
617
Caitong International Asset Management
Hong Kong
$879 -$526K -12,732 -100%
FCAS
618
First Command Advisory Services
Texas
$879 – – –
LI
619
LRI Investments
Florida
$879 +$785 +19 New
FMP
620
Financial Management Professionals
Texas
$786 +$206 +5 +42%
QWM
621
Quaker Wealth Management
New Jersey
$741 -$41 -1 -6%
AWM
622
Abound Wealth Management
Tennessee
$617 -$3.63K -88 -87%
CTC
623
Central Trust Company
Missouri
$556 – – –
HHGA
624
Halbert Hargrove Global Advisors
California
$467 +$413 +10 New
HIA
625
Harbor Investment Advisory
Maryland
$463 – – –
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25
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