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Genuine Parts

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
726
Strategic Wealth Partners
Ohio
$303K -$23.4K -224 -8%
LNWTC
727
Laird Norton Wetherby Trust Company
Washington
$303K -$20.2K -194 -7%
SC
728
SouthState Corp
Florida
$302K -$52K -498 -16%
EH
729
Equitable Holdings
New York
$301K -$3.03K -29 -1%
AWM
730
Aprio Wealth Management
Georgia
$301K +$626 +6 +0.2%
EC
731
EntryPoint Capital
New York
$300K +$266K +2,544 New
APIM
732
Agate Pass Investment Management
Washington
$299K -$57K -546 -18%
TLA
733
Tanglewood Legacy Advisors
Texas
$299K -$265K -2,536 -50%
BB
734
Berkshire Bank
Massachusetts
$295K -$7.31K -70 -3%
SCI
735
Silver Coast Investments
United States
$293K +$23.1K +221 +10%
LGA
736
Lebenthal Global Advisors
New York
$292K -$95.6K -916 -27%
RWP
737
RWA Wealth Partners
Massachusetts
$292K
PTC
738
Private Trust Company
Ohio
$291K -$17.2K -165 -6%
BFS
739
Bradley Foster & Sargent
Connecticut
$289K -$19.2K -184 -7%
SVWAG
740
Sound View Wealth Advisors Group
Georgia
$289K -$32.4K -310 -11%
WFI
741
West Family Investments
California
$288K +$255K +2,444 New
FAN
742
Financial Advisors Network
California
$288K +$53.4K +512 +27%
EWM
743
Empirical Wealth Management
Washington
$288K -$4.49K -43 -2%
SBFM
744
S-Bank Fund Management
Finland
$287K +$254K +2,429 New
BFA
745
Buttonwood Financial Advisors
Maryland
$284K
CI
746
CX Institutional
Indiana
$284K +$43.6K +418 +21%
APC
747
Aspire Private Capital
North Carolina
$283K -$45.5K -436 -15%
FUBT
748
First United Bank & Trust
Maryland
$282K -$43.1K -413 -15%
WWC
749
Waypoint Wealth Counsel
Georgia
$282K -$13.3K -127 -5%
ETC
750
Exchange Traded Concepts
Oklahoma
$281K +$25.4K +243 +11%