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SW

Smurfit Westrock
SW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
651
Summit Wealth Group (Colorado)
Colorado
– -$260K -686 Closed
MA
652
Montag & Associates
Georgia
– -$27.5K -645 Closed
PS
653
Principal Securities
Iowa
– -$26.6K -625 Closed
FC
654
Fairscale Capital
New Hampshire
– -$23.4K -550 Closed
RA
655
Rise Advisors
New York
– -$15.4K -363 Closed
FHC
656
First Horizon Corporation
Tennessee
– -$13.5K -316 Closed
JFGIW
657
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$11.9K -280 Closed
HDIM
658
Hanson & Doremus Investment Management
Vermont
– -$8K -196 Closed
BGAI
659
Bruce G. Allen Investments
Colorado
– -$8.26K -194 Closed
FMP
660
Financial Management Professionals
Texas
– -$8.05K -189 Closed
SL
661
Salomon & Ludwin
Virginia
– -$7.81K -186 Closed
MSG
662
Main Street Group
Virginia
– -$5.12K -120 Closed
MSWA
663
Marshall & Sterling Wealth Advisors
New York
– -$5.11K -120 Closed
PWMG
664
Private Wealth Management Group
New Jersey
– -$3.58K -84 Closed
GWSG
665
GPS Wealth Strategies Group
Colorado
– -$3.28K -77 Closed
OAJ
666
Ogorek Anthony Joseph
New York
– -$2K -66 Closed
BFS
667
Bare Financial Services
Pennsylvania
– -$2.77K -65 Closed
HHGA
668
Halbert Hargrove Global Advisors
California
– -$2.77K -65 Closed
MAM
669
Marquette Asset Management
Minnesota
– -$1.87K -44 Closed
CCM
670
Cloud Capital Management
Washington
– -$1K -43 Closed
TIM
671
Tortoise Investment Management
New York
– -$1.06K -25 Closed
Q1WB
672
Quest 10 Wealth Builders
Virginia
– -$1.02K -24 Closed
SC
673
SouthState Corp
Florida
– -$1.02K -24 Closed
SS
674
Sunbelt Securities
Texas
– -$979 -23 Closed
TCA
675
Trifecta Capital Advisors
Illinois
– -$980 -23 Closed
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