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Genuine Parts

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
626
Institute for Wealth Management
Colorado
$657K -$14.1K -81 -2%
CI Investments Inc
627
CI Investments Inc
Ontario, Canada
$656K +$417K +2,400 +174%
EF
628
Empirical Finance
Pennsylvania
$655K +$51.7K +297 +9%
PAM
629
Premier Asset Management
Illinois
$655K -$167K -958 -20%
AFA
630
Abacus FCF Advisors
Florida
$653K -$14.6K -84 -2%
ATPW
631
Ashton Thomas Private Wealth
Arizona
$652K -$12.5K -72 -2%
IAM
632
Innovis Asset Management
Illinois
$650K +$651K +3,744 New
AAS
633
Ameritas Advisory Services
Nebraska
$648K +$241K +1,386 +59%
HL
634
HeadInvest LLC
Maine
$643K -$68.9K -396 -10%
PWM
635
Perigon Wealth Management
California
$643K +$10.1K +58 +2%
BL
636
Balentine LLC
Georgia
$641K +$22.1K +127 +4%
AF
637
Allworth Financial
California
$640K +$28.4K +163 +5%
SWP
638
Stratos Wealth Partners
Ohio
$639K -$146K -837 -19%
BBHC
639
Brown Brothers Harriman & Co
New York
$636K -$9.39K -54 -1%
WPA
640
West Paces Advisors
Georgia
$635K – – –
IWM
641
IHT Wealth Management
Illinois
$631K -$7.65K -44 -1%
HFG
642
Heron Financial Group
New York
$625K +$4.35K +25 +0.7%
TAM
643
Tocqueville Asset Management
New York
$625K – – –
SC
644
SouthState Corp
Florida
$623K +$28.5K +164 +5%
SPC
645
Sigma Planning Corp
Michigan
$623K -$74.8K -430 -11%
SMF
646
Sterling Manor Financial
New York
$620K – – –
FCA
647
Fortis Capital Advisors
Kansas
$617K +$619K +3,557 New
SG Americas Securities
648
SG Americas Securities
New York
$616K +$186K +1,067 +43%
CA
649
Cullinan Associates
Kentucky
$614K +$616K +3,540 New
DCM
650
Donaldson Capital Management
Indiana
$610K – – –