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Genuine Parts
GPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Coldstream Capital Management
Washington
$359K -$19.9K -118 -5%
AAS
802
Ameritas Advisory Services
Nebraska
$359K -$268K -1,588 -43%
PCP
803
Proficio Capital Partners
Massachusetts
$357K -$1.35K -8 -0.4%
PWP
804
Phillips Wealth Planners
Mississippi
$355K +$350K +2,078 New
PA
805
Pinnacle Associates
New York
$354K +$52.1K +309 +17%
CAM
806
Cresset Asset Management
Illinois
$353K -$24.9K -148 -7%
JCM
807
J2 Capital Management
Michigan
$353K +$1.69K +10 +0.5%
LNWWM
808
Laird Norton Wetherby Wealth Management
California
$352K +$10.3K +61 +3%
NWM
809
Northcape Wealth Management
New York
$350K +$353K +2,092 New
GAG
810
Goodman Advisory Group
Massachusetts
$349K -$1.85K -11 -0.5%
IAS
811
Insigneo Advisory Services
Florida
$349K +$4.72K +28 +1%
WEG
812
World Equity Group
Illinois
$348K +$4.2M +24,907 New
LFG
813
Larson Financial Group
Missouri
$348K -$46.5K -276 -12%
MWM
814
Mission Wealth Management
California
$347K -$6.57K -39 -2%
RWS
815
Resolute Wealth Strategies
Mississippi
$346K +$349K +2,069 New
GD
816
Grandfield & Dodd
New York
$345K – – –
SC
817
SRB Corp
Massachusetts
$344K -$79K -469 -19%
BMM
818
Buffington Mohr McNeal
Idaho
$343K – – –
CFG
819
Cooper Financial Group
California
$343K +$36.6K +217 +12%
B
820
Bellecapital
Switzerland
$340K – – –
JCIA
821
Jackson Creek Investment Advisors
Colorado
$337K +$340K +2,017 New
HFAS
822
Hummer Financial Advisory Services
Illinois
$337K +$16.9K +100 +5%
CA
823
Clearstead Advisors
Ohio
$336K +$1.35K +8 +0.4%
DIA
824
Dana Investment Advisors
Wisconsin
$333K – – –
EWM
825
Empirical Wealth Management
Washington
$332K -$124K -733 -27%
31 32
33
34 35