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Sherwin-Williams
SHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
726
Souders Financial Advisors
Ohio
$905K – – –
NAM
727
North American Management
Massachusetts
$886K -$10.7K -45 -1%
FBT
728
First Bank & Trust
South Dakota
$885K -$342K -1,443 -29%
BHBT
729
Burke & Herbert Bank & Trust
Virginia
$882K – – –
ASN
730
Advisory Services Network
Georgia
$876K -$1.18M -4,995 -58%
PP
731
Professional Planning
California
$874K +$847K +3,570 New
HH
732
Hilltop Holdings
Texas
$873K +$95.4K +402 +13%
TWI
733
Thomas White International
Illinois
$870K -$213K -900 -20%
NG
734
NWK Group
California
$866K +$5.69K +24 +0.7%
KPWS
735
Kestra Private Wealth Services
Texas
$864K +$305K +1,284 +56%
CI
736
Conning Inc
Connecticut
$860K -$58.4K -246 -7%
AWM
737
Avior Wealth Management
Nebraska
$858K +$813K +3,426 +4,392%
EGM
738
Engineers Gate Manager
New York
$852K -$2.85M -12,030 -78%
IA
739
IndexIQ Advisors
New York
$849K +$386K +1,626 +88%
KF
740
Krilogy Financial
Missouri
$849K +$822K +3,465 New
PA
741
Profund Advisors
Maryland
$848K -$52.7K -222 -6%
BAS
742
Brown Advisory Securities
Maryland
$847K +$215K +906 +35%
BWM
743
BCS Wealth Management
Tennessee
$841K – – –
FTDI
744
First Trust Direct Indexing
Massachusetts
$841K +$815K +3,435 New
BOTW
745
Bank of the West
California
$839K -$3.56K -15 -0.4%
CFP
746
Curran Financial Partners
South Carolina
$837K +$811K +3,417 New
AL
747
Arnhold LLC
New York
$833K – – –
DT
748
Diversified Trust
Tennessee
$832K +$133K +561 +20%
TPA
749
Trivium Point Advisory
Connecticut
$832K +$806K +3,396 New
FHB
750
First Hawaiian Bank
Hawaii
$817K +$33.4K +141 +4%
28 29
30
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