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Genuine Parts
GPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Continuum Advisory
Idaho
$581K -$253K -1,737 -32%
PIA
652
Pinion Investment Advisors
Kansas
$578K -$29.9K -205 -5%
CRC
653
Curi RMB Capital
Illinois
$575K +$110K +756 +26%
IFWM
654
Institute for Wealth Management
Colorado
$571K -$1.46K -10 -0.3%
FTDI
655
First Trust Direct Indexing
Massachusetts
$566K +$76.1K +522 +17%
NEI
656
Northwest & Ethical Investments
Ontario, Canada
$565K -$2.11M -14,471 -80%
WCA
657
Waratah Capital Advisors
Ontario, Canada
$563K +$530K +3,636 New
TMAM
658
Tokio Marine Asset Management
Japan
$562K -$36.2K -248 -6%
NS
659
NBC Securities
Alabama
$553K +$64.4K +442 +14%
VAM
660
Vontobel Asset Management
New York
$553K -$25.2K -173 -5%
GCM
661
Graham Capital Management
Connecticut
$552K -$9.85M -67,599 -95%
IAS
662
Insigneo Advisory Services
Florida
$550K -$7.29K -50 -1%
PJSIMP
663
P.J. Schmidt Investment Management (PJS)
Wisconsin
$550K -$117K -800 -18%
TAM
664
Tocqueville Asset Management
New York
$549K -$2.62K -18 -0.5%
KWM
665
Kingsview Wealth Management
Oregon
$548K +$27.8K +191 +6%
WBC
666
Westpac Banking Corp
Australia
$547K +$13K +89 +3%
CCA
667
Checchi Capital Advisers
California
$544K -$2.48K -17 -0.5%
SWM
668
Sugarloaf Wealth Management
Georgia
$544K – – –
SC
669
SouthState Corp
Florida
$541K – – –
FWM
670
Forza Wealth Management
Florida
$540K – – –
AWM
671
Apollon Wealth Management
South Carolina
$534K +$46.6K +320 +10%
HL
672
HeadInvest LLC
Maine
$520K – – –
BFA
673
Bill Few Associates
Pennsylvania
$520K – – –
WA
674
Wealth Alliance
New York
$516K +$485K +3,328 New
CAG
675
Csenge Advisory Group
Florida
$513K +$13.7K +94 +3%
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