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Genuine Parts
GPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
576
Chicago Trust
Illinois
$523K +$536K +4,145 New
EWM
577
Evercore Wealth Management
New York
$522K +$299K +2,315 +127%
DGAM
578
Desjardins Global Asset Management
Quebec, Canada
$517K -$13.8K -107 -3%
JE
579
JMAC Enterprises
Pennsylvania
$517K – – –
AT
580
Arvest Trust
Oklahoma
$515K -$9.18K -71 -2%
HL
581
HeadInvest LLC
Maine
$513K -$6.6K -51 -1%
SAM
582
Silvercrest Asset Management
New York
$512K -$7.76K -60 -1%
DT
583
Diversified Trust
Tennessee
$511K – – –
ACS
584
Archford Capital Strategies
Illinois
$510K -$16.3K -126 -3%
TFM
585
TFC Financial Management
Massachusetts
$510K – – –
IFWM
586
Institute for Wealth Management
Colorado
$507K -$517 -4 -0.1%
AIA
587
Avalon Investment & Advisory
Texas
$505K -$13.2M -102,034 -96%
WANY
588
Wealthspire Advisors (New York)
New York
$504K -$155K -1,197 -23%
CSIC
589
Clifford Swan Investment Counsel
California
$504K – – –
FWM
590
ForthRight Wealth Management
Georgia
$504K – – –
GW
591
GW & Wade
Massachusetts
$504K +$776 +6 +0.2%
ATPW
592
Ashton Thomas Private Wealth
Arizona
$491K +$11K +85 +2%
RWA
593
Redhawk Wealth Advisors
Minnesota
$490K +$503K +3,886 New
BBHC
594
Brown Brothers Harriman & Co
New York
$489K +$65.8K +509 +15%
CFD
595
Creative Financial Designs
Indiana
$487K +$6.47K +50 +1%
PCS
596
Personal CFO Solutions
New Jersey
$486K -$65.7K -508 -12%
MAG
597
Mayfair Advisory Group
Alabama
$486K – – –
SAM
598
Security Asset Management
New York
$486K – – –
RCAG
599
Rehmann Capital Advisory Group
Michigan
$485K +$18.8K +145 +4%
FRM
600
Fox Run Management
Connecticut
$484K +$497K +3,844 New
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