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Genuine Parts

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
701
Glassman Wealth Services
Virginia
$1K -$8.9K -100 -88%
GI
702
Gradient Investments
Minnesota
$1K -$356 -4 -17%
JFA
703
JNBA Financial Advisors
Minnesota
$1K – – –
BWM
704
Baystate Wealth Management
Massachusetts
$1K +$89 +1 +10%
PW
705
Price Wealth
Texas
$1K +$178 +2 +17%
NICM
706
Neo Ivy Capital Management
New York
$1K +$890 +10 New
AW
707
Avion Wealth
Texas
$1K +$1.33K +15 New
DWM
708
Darwin Wealth Management
Florida
$1K +$1.78K +20 New
AA
709
AlphaMark Advisors
Kentucky
$1K +$1.96K +22 New
RWM
710
Raffa Wealth Management
District of Columbia
$875 – – –
WIM
711
Westside Investment Management
California
$3 +$5.25K +59 New
CSIA
712
Charles Schwab Investment Advisory
California
– -$278M -2,616,284 Closed
PI
713
PGGM Investments
Netherlands
– -$14.3M -134,947 Closed
CC
714
Carlson Capital
Texas
– -$6.91M -65,000 Closed
N
715
Natixis
France
– -$6.53M -61,608 Closed
MG
716
Mather Group
Illinois
– -$5.49M -51,696 Closed
MSE
717
MUFG Securities EMEA
United Kingdom
– -$4.51M -42,442 Closed
CIA
718
Covington Investment Advisors
Pennsylvania
– -$4.44M -41,785 Closed
LCM
719
Landscape Capital Management
New Jersey
– -$4.22M -39,713 Closed
Capital Fund Management (CFM)
720
Capital Fund Management (CFM)
France
– -$2.62M -29,443 Closed
OAM
721
Oxford Asset Management
United Kingdom
– -$2.86M -26,926 Closed
HAI
722
Hennessy Advisors Inc
California
– -$2.55M -24,000 Closed
RBA
723
Richard Bernstein Advisors
New York
– -$2.26M -21,314 Closed
FDS
724
Freedom Day Solutions
Texas
– -$2.24M -21,088 Closed
F
725
F3Logic
Minnesota
– -$1.83M -17,229 Closed