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Genuine Parts
GPC

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
576
Wealthspire Advisors (New York)
New York
$794K +$13.4K +82 +2%
FIA
577
Foundations Investment Advisors
Arizona
$762K -$96.7K -591 -12%
WB
578
WesBanco Bank
West Virginia
$757K +$15.5K +95 +2%
EF
579
Empirical Finance
Pennsylvania
$756K +$80.7K +493 +12%
CA
580
Continuum Advisory
Idaho
$755K -$2.94K -18 -0.4%
KPWS
581
Kestra Private Wealth Services
Texas
$750K -$57.9K -354 -7%
NMIMC
582
Northwestern Mutual Investment Management Company
Wisconsin
$750K +$164 +1 +0%
ECM
583
ExodusPoint Capital Management
New York
$748K -$10.6M -64,647 -94%
TAM
584
Tocqueville Asset Management
New York
$741K +$111K +680 +18%
FM
585
Foster & Motley
Ohio
$740K +$197K +1,204 +38%
GW
586
GW & Wade
Massachusetts
$739K +$52.5K +321 +8%
WCM
587
Weik Capital Management
Pennsylvania
$735K -$76.1K -465 -10%
E
588
Ergoteles
New York
$734K -$30.3M -185,073 -98%
PJSIMP
589
P.J. Schmidt Investment Management (PJS)
Wisconsin
$734K -$164K -1,000 -18%
HSA
590
HBK Sorce Advisory
Pennsylvania
$729K +$8.67K +53 +1%
PBO
591
Peoples Bank (Ohio)
Ohio
$728K -$6.22K -38 -0.9%
SAM
592
Strategy Asset Managers
California
$727K +$46.8K +286 +7%
MGP
593
Metis Global Partners
California
$724K -$16.4K -100 -2%
IC
594
IEQ Capital
California
$718K -$40.1K -245 -5%
IGAM
595
iA Global Asset Management
Quebec, Canada
$710K +$686K +4,195 New
SWP
596
Stratos Wealth Partners
Ohio
$709K +$212K +1,295 +45%
CM
597
Columbus Macro
Pennsylvania
$709K +$688K +4,203 New
FWM
598
ForthRight Wealth Management
Georgia
$707K – – –
SAM
599
Silvercrest Asset Management
New York
$703K -$40.6K -248 -6%
SFB
600
STAR Financial Bank
Indiana
$702K -$491 -3 -0.1%
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