Institutional Owners for SHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUMMIT TRAIL ADVISORS LLC | COM | 1201 | $914,008 | 2,632 | 0.00 | 0.00 | 405 | 18.19 | 03-31-2024 |
| SAGEVIEW ADVISORY GROUP LLC | COM | 1202 | $807,711 | 2,626 | 0.00 | 2,626 | +Inf | 12-31-2023 | |
| ONEASCENT FINANCIAL SERVICES LLC | COM | 1203 | $910,000 | 2,619 | 0.10 | 0.10 | 89 | 3.52 | 03-31-2024 |
| QUADCAP WEALTH MANAGEMENT LLC | COM | 1204 | $907,930 | 2,614 | 0.00 | 0.00 | 1 | 0.04 | 03-31-2024 |
