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Genuine Parts

Name Holding Trade Value Shares
Change
Change in
Stake
BRM
726
Boston Research & Management
Massachusetts
$317K
XT
727
XTX Topco
Cayman Islands
$317K +$318K +2,387 New
SW
728
SkyOak Wealth
Michigan
$316K -$19.2K -144 -6%
RC
729
RegentAtlantic Capital
New Jersey
$313K +$19.4K +146 +7%
FAFN
730
First Affirmative Financial Network
Colorado
$312K -$7.05K -53 -2%
PFM
731
Parsec Financial Management
North Carolina
$311K
Federated Hermes
732
Federated Hermes
Pennsylvania
$310K -$65.6K -493 -17%
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$310K +$12.6K +95 +4%
EWA
734
ERTS Wealth Advisors
Michigan
$307K +$9.45K +71 +3%
BOH
735
Bank of Hawaii
Hawaii
$306K
WSFS
736
Wilmington Savings Fund Society
Delaware
$306K
DWT
737
Dorsey & Whitney Trust
South Dakota
$305K +$9.98K +75 +3%
TL
738
Tradewinds LLC
North Carolina
$305K +$305K +2,295 New
SFI
739
Siemens Fonds Invest
Germany
$300K
HCP
740
Hexagon Capital Partners
Arkansas
$298K -$64.2K -482 -18%
Carson Wealth (CWM LLC)
741
Carson Wealth (CWM LLC)
Nebraska
$296K +$63.6K +478 +27%
DU
742
Delphia (USA)
Ontario, Canada
$294K +$294K +2,209 New
PWPS
743
Pinnacle Wealth Planning Services
Ohio
$290K +$290K +2,179 New
SC
744
Savant Capital
Illinois
$288K +$41.9K +315 +17%
HPC
745
HM Payson & Co
Maine
$286K
VFA
746
Valeo Financial Advisors
Indiana
$285K -$2.93K -22 -1%
SFA
747
Sequoia Financial Advisors
Ohio
$285K +$285K +2,141 New
PCP
748
Proficio Capital Partners
Massachusetts
$283K -$104K -778 -27%
SP
749
Symmetry Partners
Connecticut
$283K
Vontobel Holding
750
Vontobel Holding
Switzerland
$283K +$799 +6 +0.3%