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Sherwin-Williams

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
751
Institute for Wealth Management
Colorado
$976K +$87.5K +299 +9%
PI
752
PEAK6 Investments
Illinois
$975K +$1.02M +3,479 +86,975%
SFI
753
Siemens Fonds Invest
Germany
$973K +$1.02M +3,477 New
CFP
754
Curran Financial Partners
South Carolina
$956K
RC
755
Roundview Capital
New Jersey
$955K +$44.2K +151 +5%
AL
756
Arnhold LLC
New York
$952K
KWM
757
Kingsview Wealth Management
Oregon
$948K -$21.9K -75 -2%
SA
758
SRN Advisors
Pennsylvania
$945K -$22.5K -77 -2%
WANY
759
Wealthspire Advisors (New York)
New York
$940K +$476K +1,626 +94%
CCP
760
Corient Capital Partners
California
$936K +$10.5K +36 +1%
FIM
761
Fruth Investment Management
Texas
$923K
WA
762
WBH Advisory
Maryland
$923K
FFG
763
Fortem Financial Group
California
$919K +$14.9K +51 +2%
FRA
764
Frank Rimerman Advisors
California
$919K +$961K +3,284 New
AWM
765
Altium Wealth Management
New York
$917K +$53.6K +183 +6%
SWM
766
SeaCrest Wealth Management
New York
$913K -$98.3K -336 -9%
CCG
767
Chatham Capital Group
Georgia
$909K +$951K +3,251 New
BWM
768
BCS Wealth Management
Tennessee
$906K -$56.5K -193 -6%
PA
769
Parallel Advisors
California
$902K +$92.8K +317 +11%
RWA
770
Ropes Wealth Advisors
Massachusetts
$894K -$878 -3 -0.1%
EF
771
Empirical Finance
Pennsylvania
$870K +$48.6K +166 +6%
MWM
772
Meridian Wealth Management
Kentucky
$869K +$582K +1,990 +178%
CSWG
773
Cardinal Strategic Wealth Guidance
Kentucky
$867K -$18.7K -64 -2%
NF
774
Nikulski Financial
Iowa
$864K
FPF
775
First Pacific Financial
Washington
$862K +$34.5K +118 +4%