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Sherwin-Williams

Name Holding Trade Value Shares
Change
Change in
Stake
CG
726
Caprock Group
Idaho
$861K -$246K -1,073 -22%
OWM
727
OneAscent Wealth Management
Alabama
$861K +$1.14K +5 +0.1%
SS
728
Simplicity Solutions
Minnesota
$856K +$505K +2,208 +138%
BFG
729
Bleakley Financial Group
New Jersey
$856K +$36.4K +159 +4%
CK
730
Cohen Klingenstein
New York
$853K – – –
HSA
731
HBK Sorce Advisory
Pennsylvania
$839K -$925K -4,042 -52%
CTFG
732
Capstone Triton Financial Group
Oklahoma
$837K +$153K +670 +22%
FNBSF
733
First National Bank Sioux Falls
South Dakota
$827K – – –
QT
734
Quantamental Technologies
New York
$827K +$84.2K +368 +11%
CI
735
CX Institutional
Indiana
$821K +$52.2K +228 +7%
CC
736
Cannell & Co
New York
$817K -$5.49K -24 -0.7%
AssetMark Inc
737
AssetMark Inc
California
$811K +$47.1K +206 +6%
FFG
738
Fortem Financial Group
California
$807K +$537K +2,347 +189%
FPF
739
First Pacific Financial
Washington
$806K -$5.72K -25 -0.7%
MWM
740
Massachusetts Wealth Management
Massachusetts
$806K -$109K -475 -12%
BHBT
741
Burke & Herbert Bank & Trust
Virginia
$805K – – –
TSWM
742
Triangle Securities Wealth Management
North Carolina
$781K – – –
BMCM
743
Bryn Mawr Capital Management
Pennsylvania
$781K – – –
GLA
744
Great Lakes Advisors
Illinois
$779K +$151K +658 +23%
CTA
745
Colonial Trust Advisors
South Carolina
$778K -$687 -3 -0.1%
CCM
746
Coldstream Capital Management
Washington
$767K -$57.2K -250 -7%
AL
747
Arnhold LLC
New York
$765K – – –
FFN
748
Focus Financial Network
Minnesota
$758K -$9.38K -41 -1%
TCA
749
Transcend Capital Advisors
New Jersey
$757K +$518K +2,262 +204%
SF
750
Summit Financial
New Jersey
$757K +$6.87K +30 +0.9%