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Sherwin-Williams
SHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
726
Cardinal Strategic Wealth Guidance
Kentucky
$740K – – –
GKWIM
727
Gerber Kawasaki Wealth & Investment Management
California
$740K +$9.83K +45 +1%
HFM
728
Harvest Fund Management
China
$736K +$354K +1,620 +102%
WJWM
729
Williams Jones Wealth Management
New York
$735K +$164K +750 +31%
HH
730
Hilltop Holdings
Texas
$734K -$5.24K -24 -0.8%
SCM
731
Stevens Capital Management
Pennsylvania
$733K +$689K +3,156 New
SC
732
Skylands Capital
Wisconsin
$732K -$999K -4,575 -59%
TF
733
TRH Financial
Iowa
$728K -$164K -753 -19%
IAP
734
Indie Asset Partners
Indiana
$722K – – –
NIM
735
NuWave Investment Management
New Jersey
$720K +$664K +3,042 +5,070%
EP
736
Eudaimonia Partners
Tennessee
$716K +$19.7K +90 +3%
CFGS
737
Concourse Financial Group Securities
Alabama
$716K +$140K +639 +7%
OBGC
738
O'Brien Greene & Co
Pennsylvania
$715K -$59K -270 -8%
ECM
739
ETrade Capital Management
Virginia
$714K -$98.9K -453 -13%
CCA
740
Checchi Capital Advisers
California
$713K +$11.1K +51 +2%
SC
741
SouthState Corp
Florida
$709K +$4.59K +21 +0.7%
CW
742
CreativeOne Wealth
Kansas
$708K +$43.2K +198 +7%
PGA
743
Portland Global Advisors
Maine
$704K – – –
RWA
744
Ropes Wealth Advisors
Massachusetts
$704K – – –
CM
745
Caption Management
Oklahoma
$698K +$262K +1,200 +67%
1IA
746
1834 Investment Advisors
Wisconsin
$697K – – –
GFA
747
Gifford Fong Associates
California
$697K – – –
WAOTB
748
Wealth Advisors of Tampa Bay
Florida
$697K – – –
CI
749
CX Institutional
Indiana
$697K +$36K +165 +6%
KJHP
750
K.J. Harrison & Partners
Ontario, Canada
$697K +$328K +1,500 +100%
28 29
30
31 32