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Genuine Parts
GPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Clearstead Advisors
Ohio
$275K -$240K -1,999 -46%
LFG
802
Larson Financial Group
Missouri
$274K +$5.53K +46 +2%
CCM
803
Coldstream Capital Management
Washington
$274K +$61.4K +510 +28%
BOH
804
Bank of Hawaii
Hawaii
$274K – – –
CAS
805
Coppell Advisory Solutions
Texas
$272K +$4.45K +37 +2%
BBHC
806
Brown Brothers Harriman & Co
New York
$271K -$103K -855 -27%
TAP
807
Tounjian Advisory Partners
Florida
$271K +$273K +2,272 New
HKAM
808
Horizon Kinetics Asset Management
New York
$268K -$13.2K -110 -5%
AWAP
809
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$267K – – –
KWM
810
Keebeck Wealth Management
Illinois
$263K -$39.5K -328 -13%
FNBT
811
FineMark National Bank & Trust
Florida
$263K -$6.38K -53 -2%
4WM
812
49 Wealth Management
Texas
$262K +$265K +2,199 New
TA
813
TFG Advisers
Michigan
$260K -$11.1K -92 -4%
FFM
814
Forum Financial Management
Illinois
$259K -$32K -266 -11%
VC
815
Veracity Capital
Georgia
$256K +$12K +100 +5%
MCC
816
Malaga Cove Capital
California
$255K +$257K +2,140 New
PFBT
817
Parkside Financial Bank & Trust
Missouri
$254K +$7.46K +62 +3%
BWP
818
BSW Wealth Partners
Colorado
$254K +$256K +2,131 New
ACM
819
Advance Capital Management
Michigan
$252K – – –
CTA
820
Colonial Trust Advisors
South Carolina
$250K – – –
TH
821
TCTC Holdings
Texas
$250K – – –
FCM
822
Fourpath Capital Management
Oklahoma
$250K – – –
JWM
823
Jeppson Wealth Management
California
$248K +$42.8K +356 +21%
CW
824
CreativeOne Wealth
Kansas
$247K +$5.05K +42 +2%
AA
825
Advisory Alpha
Michigan
$247K -$3.49K -29 -1%
31 32
33
34 35