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Sherwin-Williams
SHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
751
Professional Planning
California
$980K +$4.39K +15 +0.4%
SP
752
Symmetry Partners
Connecticut
$979K -$178K -609 -15%
SAS
753
Stelac Advisory Services
New York
$977K +$7.32K +25 +0.7%
IFWM
754
Institute for Wealth Management
Colorado
$976K +$87.5K +299 +9%
PI
755
PEAK6 Investments
Illinois
$975K +$1.02M +3,479 +86,975%
SFI
756
Siemens Fonds Invest
Germany
$973K +$1.02M +3,477 New
CFP
757
Curran Financial Partners
South Carolina
$956K – – –
RC
758
Roundview Capital
New Jersey
$955K +$44.2K +151 +5%
AL
759
Arnhold LLC
New York
$952K – – –
KWM
760
Kingsview Wealth Management
Oregon
$948K -$21.9K -75 -2%
SA
761
SRN Advisors
Pennsylvania
$945K -$22.5K -77 -2%
WANY
762
Wealthspire Advisors (New York)
New York
$940K +$476K +1,626 +94%
CCP
763
Corient Capital Partners
California
$936K +$10.5K +36 +1%
FIM
764
Fruth Investment Management
Texas
$923K – – –
WA
765
WBH Advisory
Maryland
$923K – – –
FFG
766
Fortem Financial Group
California
$919K +$14.9K +51 +2%
FRA
767
Frank Rimerman Advisors
California
$919K +$961K +3,284 New
AWM
768
Altium Wealth Management
New York
$917K +$53.6K +183 +6%
SWM
769
SeaCrest Wealth Management
New York
$913K -$98.3K -336 -9%
CCG
770
Chatham Capital Group
Georgia
$909K +$951K +3,251 New
BWM
771
BCS Wealth Management
Tennessee
$906K -$56.5K -193 -6%
PA
772
Parallel Advisors
California
$902K +$92.8K +317 +11%
RWA
773
Ropes Wealth Advisors
Massachusetts
$894K -$878 -3 -0.1%
EF
774
Empirical Finance
Pennsylvania
$870K +$48.6K +166 +6%
MWM
775
Meridian Wealth Management
Kentucky
$869K +$582K +1,990 +178%
29 30
31
32 33