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Sherwin-Williams

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
801
OneDigital Investment Advisors
Kansas
$779K +$476K +1,778 +139%
PGA
802
Portland Global Advisors
Maine
$774K – – –
GT
803
Glenview Trust
Kentucky
$773K +$70.4K +263 +10%
AF
804
Advisornet Financial
Minnesota
$770K -$162K -606 -17%
NIM
805
NEOS Investment Management
Connecticut
$768K +$807K +3,013 New
CQS
806
Credential Qtrade Securities
$767K -$28.1K -105 -3%
AWM
807
Apollon Wealth Management
South Carolina
$765K -$16.9K -63 -2%
WA
808
WBH Advisory
Maryland
$765K -$2.68K -10 -0.3%
1IA
809
1834 Investment Advisors
Wisconsin
$765K – – –
PTC
810
Provident Trust Company
Wisconsin
$765K – – –
GFA
811
Gifford Fong Associates
California
$765K – – –
CS
812
Cannell & Spears
New York
$765K – – –
CCIA
813
Campbell & Co Investment Adviser
Maryland
$762K +$800K +2,988 New
CPRC
814
Consolidated Portfolio Review Corp
New York
$747K – – –
TWM
815
TriaGen Wealth Management
California
$744K – – –
CSWG
816
Cardinal Strategic Wealth Guidance
Kentucky
$741K -$6.16K -23 -0.8%
CA
817
Claro Advisors
Massachusetts
$739K +$2.94K +11 +0.4%
EFS
818
Essex Financial Services
Connecticut
$738K -$2.94K -11 -0.4%
IAS
819
Insigneo Advisory Services
Florida
$737K +$42.3K +158 +6%
FPIS
820
Financial Planning & Information Services
Wisconsin
$730K +$766K +2,862 New
DBG
821
De Burlo Group
Massachusetts
$727K – – –
M1FG
822
Mach-1 Financial Group
Arkansas
$722K +$758K +2,830 New
CB
823
CNB Bank
Pennsylvania
$717K +$38.5K +144 +5%
VSQM
824
V-Square Quantitative Management
Illinois
$714K +$217K +810 +41%
GSB
825
Greenfield Savings Bank
Massachusetts
$708K – – –