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Genuine Parts

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
651
Boothbay Fund Management
New York
$556K +$598K +3,849 New
VAM
652
Vontobel Asset Management
New York
$547K -$33.4K -215 -5%
BFG
653
Bleakley Financial Group
New Jersey
$546K -$38.4K -247 -6%
SS
654
Simplicity Solutions
Minnesota
$546K -$23.6K -152 -4%
SW
655
SVB Wealth
Massachusetts
$545K +$155K +996 +36%
CFD
656
Creative Financial Designs
Indiana
$542K -$18.3K -118 -3%
SFB
657
STAR Financial Bank
Indiana
$536K -$67.4K -434 -10%
PWM
658
Perigon Wealth Management
California
$535K -$5.59K -36 -1%
SM
659
Sciencast Management
New Jersey
$534K +$575K +3,700 New
IFWM
660
Institute for Wealth Management
Colorado
$534K -$6.21K -40 -1%
SWM
661
Sugarloaf Wealth Management
Georgia
$528K – – –
PP
662
Patron Partners
Texas
$527K +$12.7K +82 +2%
Carson Wealth (CWM LLC)
663
Carson Wealth (CWM LLC)
Nebraska
$524K +$66.5K +428 +13%
SPC
664
Sigma Planning Corp
Michigan
$521K -$32.9K -212 -6%
WA1
665
Wimmer Associates 1
California
$515K – – –
BL
666
Balentine LLC
Georgia
$513K +$11.8K +76 +2%
PA
667
Pinnacle Associates
New York
$512K -$70.2K -452 -11%
IFU
668
iSAM Funds (UK)
United Kingdom
$512K +$551K +3,546 New
EIP
669
Epoch Investment Partners
New York
$512K -$57.5K -370 -9%
FPAS
670
Focus Partners Advisor Solutions
Missouri
$511K +$550K +3,541 New
HL
671
HeadInvest LLC
Maine
$511K -$2.02K -13 -0.4%
BFS
672
Bradley Foster & Sargent
Connecticut
$508K – – –
AMBIA
673
Allen Mooney & Barnes Investment Advisors
Georgia
$506K +$125K +806 +30%
S
674
SignatureFD
Georgia
$505K -$76.9K -495 -12%
SC
675
SouthState Corp
Florida
$504K – – –