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Genuine Parts

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
626
J.W. Cole Advisors
Florida
$567K -$69.3K -459 -11%
STC
627
Sarah T. Connolly
$565K – – –
CIM
628
Contravisory Investment Management
Massachusetts
$564K -$15.1K -100 -3%
BCM
629
BTR Capital Management
California
$561K – – –
UAS
630
United Asset Strategies
New York
$560K +$21K +139 +4%
BBHC
631
Brown Brothers Harriman & Co
New York
$555K -$49.4K -327 -8%
HFG
632
Heron Financial Group
New York
$550K -$755 -5 -0.1%
IWM
633
IHT Wealth Management
Illinois
$550K +$55.6K +368 +11%
EIP
634
Epoch Investment Partners
New York
$549K -$118K -783 -18%
WPA
635
West Paces Advisors
Georgia
$546K -$15.1K -100 -3%
PWM
636
Perigon Wealth Management
California
$545K +$19.5K +129 +4%
S
637
SignatureFD
Georgia
$544K -$55.4K -367 -9%
TAM
638
Tocqueville Asset Management
New York
$538K – – –
CF
639
Centaurus Financial
California
$535K +$43K +285 +9%
BL
640
Balentine LLC
Georgia
$533K +$33.2K +220 +7%
SMF
641
Sterling Manor Financial
New York
$533K +$540K +3,572 New
HSA
642
HBK Sorce Advisory
Pennsylvania
$531K +$3.47K +23 +0.7%
AF
643
Allworth Financial
California
$526K +$90K +596 +20%
DCM
644
Donaldson Capital Management
Indiana
$525K +$531K +3,518 New
DC
645
Davenport & Co
Virginia
$521K +$59.7K +395 +13%
EF
646
Empirical Finance
Pennsylvania
$519K +$84.9K +562 +19%
TC
647
Titleist Capital
Texas
$518K +$1.36K +9 +0.3%
CPA
648
Court Place Advisors
Maryland
$516K – – –
SEC
649
Seven Eight Capital
New York
$516K +$94K +622 +22%
LI
650
LMCG Investments
Massachusetts
$515K – – –