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Genuine Parts
GPC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1026
Westside Investment Management
California
$7.25K – – –
POIA
1027
Pin Oak Investment Advisors
Texas
$7K – – –
PCFFS
1028
Pacific Center for Financial Services
California
$6.93K – – –
EF
1029
Entrust Financial
Pennsylvania
$6.76K +$7.12K +55 New
WFA
1030
West Financial Advisors
Iowa
$6.64K +$6.99K +54 New
TWD
1031
True Wealth Design
Ohio
$6.52K -$129 -1 -2%
EP
1032
Essential Partners
California
$6.27K +$388 +3 +6%
PWA
1033
Physician Wealth Advisors
Utah
$6.27K +$1.42K +11 +28%
OWP
1034
ORG Wealth Partners
Texas
$6.15K – – –
CPG
1035
Cornerstone Planning Group
New Jersey
$6.02K -$2.33K -18 -30%
WB
1036
Webster Bank
Connecticut
$5.9K +$6.21K +48 New
OC
1037
Optima Capital
Oregon
$5.83K +$6.08K +47 New
JFA
1038
JNBA Financial Advisors
Minnesota
$5.78K +$1.29K +10 +27%
EWP
1039
Elevation Wealth Partners
California
$5.66K +$259 +2 +5%
HCM
1040
Hollencrest Capital Management
California
$5.66K – – –
BONH
1041
Bank of New Hampshire
New Hampshire
$5.53K -$9.71K -75 -63%
MWA
1042
Medallion Wealth Advisors
Connecticut
$5.41K – – –
AWM
1043
Abound Wealth Management
Tennessee
$5.29K +$3.49K +27 +169%
PG
1044
Proffitt & Goodson
Tennessee
$5.04K -$8.41K -65 -61%
WPA
1045
Wealth Preservation Advisors
Tennessee
$5.04K -$129 -1 -2%
MCM
1046
MV Capital Management
Maryland
$4.92K -$259 -2 -5%
FG
1047
Fairman Group
Pennsylvania
$4.71K +$4.92K +38 New
CFFP
1048
Center for Financial Planning
Michigan
$4.67K -$14.5K -112 -75%
SWM
1049
Spire Wealth Management
Virginia
$4.55K +$388 +3 +9%
BHWM
1050
Bay Harbor Wealth Management
Maryland
$4.46K +$518 +4 +13%
40 41
42
43 44