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Sherwin-Williams
SHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
801
Alpha DNA Investment Management
Maryland
$782K +$821K +3,067 New
OIA
802
OneDigital Investment Advisors
Kansas
$779K +$476K +1,778 +139%
PGA
803
Portland Global Advisors
Maine
$774K – – –
GT
804
Glenview Trust
Kentucky
$773K +$70.4K +263 +10%
AF
805
Advisornet Financial
Minnesota
$770K -$162K -606 -17%
NIM
806
NEOS Investment Management
Connecticut
$768K +$807K +3,013 New
CQS
807
Credential Qtrade Securities
$767K -$28.1K -105 -3%
AWM
808
Apollon Wealth Management
South Carolina
$765K -$16.9K -63 -2%
WA
809
WBH Advisory
Maryland
$765K -$2.68K -10 -0.3%
1IA
810
1834 Investment Advisors
Wisconsin
$765K – – –
PTC
811
Provident Trust Company
Wisconsin
$765K – – –
GFA
812
Gifford Fong Associates
California
$765K – – –
CS
813
Cannell & Spears
New York
$765K – – –
CCIA
814
Campbell & Co Investment Adviser
Maryland
$762K +$800K +2,988 New
CPRC
815
Consolidated Portfolio Review Corp
New York
$747K – – –
TWM
816
TriaGen Wealth Management
California
$744K – – –
CSWG
817
Cardinal Strategic Wealth Guidance
Kentucky
$741K -$6.16K -23 -0.8%
CA
818
Claro Advisors
Massachusetts
$739K +$2.94K +11 +0.4%
EFS
819
Essex Financial Services
Connecticut
$738K -$2.94K -11 -0.4%
IAS
820
Insigneo Advisory Services
Florida
$737K +$42.3K +158 +6%
FPIS
821
Financial Planning & Information Services
Wisconsin
$730K +$766K +2,862 New
DBG
822
De Burlo Group
Massachusetts
$727K – – –
M1FG
823
Mach-1 Financial Group
Arkansas
$722K +$758K +2,830 New
CB
824
CNB Bank
Pennsylvania
$717K +$38.5K +144 +5%
VSQM
825
V-Square Quantitative Management
Illinois
$714K +$217K +810 +41%
31 32
33
34 35