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Sherwin-Williams
SHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
776
OneAscent Financial Services
Alabama
$457K +$448K +2,349 New
IFWM
777
Institute for Wealth Management
Colorado
$456K +$88.1K +462 +25%
MC
778
Machina Capital
France
$456K +$447K +2,346 New
NF
779
Nikulski Financial
Iowa
$455K – – –
BAMF
780
BI Asset Management Fondsmaeglerselskab
Denmark
$449K – – –
PCM
781
Parsons Capital Management
Rhode Island
$449K – – –
SWM
782
Shakespeare Wealth Management
Wisconsin
$448K – – –
SC
783
SouthState Corp
Florida
$448K +$80.1K +420 +22%
AWA
784
Arete Wealth Advisors
Illinois
$443K -$15.4K -81 -3%
WIC
785
Wilkins Investment Counsel
Massachusetts
$438K – – –
WG
786
Welch Group
Alabama
$437K – – –
WA
787
Wambolt & Associates
Colorado
$436K -$162K -849 -27%
PMFA
788
Plante Moran Financial Advisors
Michigan
$433K +$95.5K +501 +29%
IWC
789
Integrated Wealth Concepts
Massachusetts
$432K +$48.1K +252 +13%
IC
790
IEQ Capital
California
$430K +$422K +2,211 New
APP
791
Avantax Planning Partners
Iowa
$429K -$4.58K -24 -1%
PSUF
792
People's United Financial
Connecticut
$425K -$16.6K -87 -4%
QCM
793
Quantinno Capital Management
New York
$425K – – –
MW
794
Marcum Wealth
Ohio
$424K +$416K +2,181 New
DACG
795
Donor Advised Charitable Giving
California
$423K – – –
AWCI
796
Alpine Woods Capital Investors
New York
$423K +$415K +2,175 New
PFS
797
Physicians Financial Services
North Carolina
$420K -$28.6K -150 -6%
3C
798
361 Capital
Colorado
$419K +$411K +2,154 New
CFA
799
Carroll Financial Associates
North Carolina
$415K +$20.6K +108 +5%
FIM
800
Freedom Investment Management
Connecticut
$414K -$44.6K -234 -10%
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