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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
501
Empirical Wealth Management
Washington
$538K +$28.2K +432 +6%
PTC
502
Petrus Trust Company
Texas
$536K +$530K +8,120 New
QIM
503
Quantitative Investment Management
Virginia
$534K -$246K -3,767 -32%
BC
504
Bridgefront Capital
Texas
$533K +$528K +8,085 New
IA
505
IFP Advisors
Florida
$530K +$457 +7 +0%
DAS
506
Dynamic Advisor Solutions
Arizona
$529K +$25K +382 +5%
LA
507
LBP AM
France
$524K +$519K +7,949 New
TPWM
508
Twelve Points Wealth Management
Massachusetts
$518K -$3.27K -50 -0.6%
CG
509
Colony Group
Massachusetts
$516K +$275K +4,212 +117%
WTC
510
WhitTier Trust Company
Nevada
$515K +$3.66K +56 +0.7%
QI
511
Qtron Investments
Massachusetts
$512K – – –
ZIMP
512
Zimmermann Investment Management & Planning
Pennsylvania
$511K +$15K +230 +3%
JFGIW
513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$505K +$10.5K +161 +2%
BCFD
514
Boit C.F. David
$501K – – –
IWP
515
Insight Wealth Partners
Texas
$499K – – –
AC
516
Apella Capital
Connecticut
$497K +$13.1K +200 +3%
HBT
517
Heartland Bank & Trust
Illinois
$495K +$490K +7,506 New
AWM
518
Apollon Wealth Management
South Carolina
$491K +$35.3K +541 +8%
PA
519
Parallel Advisors
California
$486K +$87.3K +1,336 +22%
FTDI
520
First Trust Direct Indexing
Massachusetts
$480K +$19.8K +303 +4%
CA
521
Claris Advisors
Missouri
$476K +$1.18K +18 +0.3%
JSC
522
Jackson Square Capital
California
$475K – – –
MFS
523
Madrona Financial Services
Washington
$469K +$1.31K +20 +0.3%
GWM
524
GDS Wealth Management
Texas
$468K – – –
TI
525
Tidal Investments
Wisconsin
$462K +$6.47K +99 +1%
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