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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
451
Insight Wealth Partners
Texas
$415K – – –
DAS
452
Dynamic Advisor Solutions
Arizona
$415K +$100K +1,777 +31%
KAS
453
Kestra Advisory Services
Texas
$412K +$68.8K +1,221 +19%
DGAM
454
Desjardins Global Asset Management
Quebec, Canada
$404K +$150K +2,655 +56%
1WA
455
180 Wealth Advisors
Washington
$403K +$411K +7,293 New
AC
456
Apella Capital
Connecticut
$401K +$187K +3,317 +83%
JSC
457
Jackson Square Capital
California
$395K -$10.6K -189 -3%
CA
458
Claris Advisors
Missouri
$395K – – –
SWM
459
Soundmark Wealth Management
Washington
$390K +$845 +15 +0.2%
GWM
460
GDS Wealth Management
Texas
$389K -$113 -2 -0%
MFS
461
Madrona Financial Services
Washington
$387K +$1.52K +27 +0.4%
XT
462
XTX Topco
Cayman Islands
$379K -$410K -7,279 -51%
AWM
463
Avior Wealth Management
Nebraska
$378K -$110K -1,950 -22%
MNBTD
464
Moody National Bank Trust Division
Texas
$371K +$381K +6,758 New
CG
465
Caprock Group
Idaho
$367K +$48K +852 +15%
CCA
466
Checchi Capital Advisers
California
$366K +$32K +568 +10%
AWM
467
Apollon Wealth Management
South Carolina
$364K +$39.9K +709 +12%
GSC
468
Ground Swell Capital
South Carolina
$364K +$373K +6,626 New
CP
469
Camelot Portfolios
Ohio
$363K -$67.8K -1,203 -15%
FFA
470
First Foundation Advisors
California
$363K -$5.29K -94 -1%
CI
471
Cigna Investments
Connecticut
$359K -$138K -2,455 -27%
IAA
472
Independent Advisor Alliance
North Carolina
$356K +$366K +6,492 New
TI
473
Tidal Investments
Wisconsin
$355K +$47.4K +842 +15%
DC
474
Diametric Capital
Massachusetts
$355K +$364K +6,462 New
ALAM
475
Asahi Life Asset Management
Japan
$353K -$845 -15 -0.2%
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19
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