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Genuine Parts
GPC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
626
Perigon Wealth Management
California
$633K +$10.6K +65 +2%
IFWM
627
Institute for Wealth Management
Colorado
$632K -$6.87K -42 -1%
PIA
628
Pinion Investment Advisors
Kansas
$628K +$16.2K +99 +3%
GSEP
629
Golden State Equity Partners
California
$621K +$601K +3,672 New
JSL
630
JT Stratford LLC
Georgia
$618K +$122K +748 +26%
EAM
631
Empirical Asset Management
Massachusetts
$608K +$588K +3,592 New
CG
632
Colony Group
Massachusetts
$607K -$6.46M -39,465 -92%
PA
633
Profund Advisors
Maryland
$607K +$190K +1,162 +48%
WA1
634
Wimmer Associates 1
California
$604K – – –
PP
635
Patron Partners
Texas
$604K +$44.3K +271 +8%
PFO
636
Pathstone Family Office
New Jersey
$597K +$6.22K +38 +1%
BBA
637
Baader Bank Aktiengesellschaft
Germany
$596K -$89.3K -546 -13%
HWAM
638
Hennion & Walsh Asset Management
New Jersey
$594K -$345K -2,106 -38%
MMM
639
Mendel Money Management
Illinois
$593K +$18.8K +115 +3%
SC
640
SouthState Corp
Florida
$591K -$12.9K -79 -2%
FWM
641
Forza Wealth Management
Florida
$590K – – –
DA
642
Duality Advisers
Florida
$589K -$2.54M -15,538 -82%
BL
643
Balentine LLC
Georgia
$588K +$982 +6 +0.2%
LI
644
LMCG Investments
Massachusetts
$584K – – –
OC
645
Oarsman Capital
Wisconsin
$580K – – –
MGIM
646
M&G Investment Management
United Kingdom
$578K -$116K -706 -17%
BFA
647
Bill Few Associates
Pennsylvania
$573K -$2.45K -15 -0.4%
ATPW
648
Ashton Thomas Private Wealth
Arizona
$567K -$41.2K -252 -7%
SWM
649
Sugarloaf Wealth Management
Georgia
$565K – – –
MCM
650
MAI Capital Management
Ohio
$564K -$30.1K -184 -5%
24 25
26
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