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Genuine Parts

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
626
Golden State Equity Partners
California
$450K +$12K +93 +3%
CIA
627
Choate Investment Advisors
Massachusetts
$450K -$58.2K -450 -11%
LTM
628
Lotus Technology Management
Florida
$449K +$473K +3,652 New
KRSITF
629
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$449K
WI
630
Wahed Invest
New York
$449K -$19K -147 -4%
CFG
631
Citizens Financial Group
Rhode Island
$447K -$17.5K -135 -4%
UCB
632
United Community Bank
South Carolina
$444K -$478K -3,697 -51%
AUB
633
Atlantic Union Bankshares
Virginia
$440K
PWM
634
Perigon Wealth Management
California
$438K -$906 -7 -0.2%
JWBC
635
John W. Bristol & Co
New York
$437K
TCBWMS
636
Texas Capital Bank Wealth Management Services
Texas
$430K +$906 +7 +0.2%
TWC
637
TD Waterhouse Canada
Ontario, Canada
$429K +$89K +688 +25%
IA
638
IFP Advisors
Florida
$427K -$10.5K -81 -2%
PPWM
639
Paragon Private Wealth Management
Kentucky
$422K -$66.7K -515 -13%
FFM
640
Forum Financial Management
Illinois
$422K +$518 +4 +0.1%
RFG
641
RFP Financial Group
Georgia
$421K -$95.5K -738 -18%
IFWM
642
Institute for Wealth Management
Colorado
$418K -$4.01K -31 -0.9%
OPTFSNA
643
Old Point Trust & Financial Services N A
Virginia
$416K -$46.6K -360 -10%
WANY
644
Wealthspire Advisors (New York)
New York
$416K +$41.9K +324 +11%
PTC
645
Private Trust Company
Ohio
$416K -$11.3K -87 -3%
LFA
646
Legacy Financial Advisors
Kentucky
$415K +$36.6K +283 +9%
HTIM
647
Harbour Trust & Investment Management
Indiana
$414K
BFA
648
Bill Few Associates
Pennsylvania
$413K -$5.57K -43 -1%
SO
649
STRS Ohio
Ohio
$408K +$777 +6 +0.2%
WDA
650
Wendell David Associates
New Hampshire
$406K