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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
501
JSF Financial
California
$721K -$11.3K -133 -2%
EWM
502
Empirical Wealth Management
Washington
$715K +$31.4K +369 +5%
ACA
503
Aspire Capital Advisors
Washington
$709K – – –
EWA
504
EP Wealth Advisors
California
$705K -$579K -6,814 -45%
BFG
505
Bleakley Financial Group
New Jersey
$700K -$82.9K -975 -11%
SS
506
Simplicity Solutions
Minnesota
$700K -$82.6K -971 -11%
SFM
507
Signet Financial Management
New Jersey
$699K -$66.6K -783 -9%
KWA
508
Kingswood Wealth Advisors
California
$699K +$699K +8,219 New
FIM
509
Fruth Investment Management
Texas
$692K – – –
WI
510
Wahed Invest
New York
$686K +$57.5K +676 +9%
MFS
511
Madrona Financial Services
Washington
$670K +$47.4K +557 +8%
PL
512
Perpetual Ltd
Australia
$667K -$507K -5,961 -43%
EOJOAM
513
E. Ohman J:or Asset Management
Sweden
$663K – – –
QI
514
Qtron Investments
Massachusetts
$660K – – –
PA
515
Parallel Advisors
California
$658K +$28.3K +333 +4%
SIA
516
Strategic Investment Advisors
Michigan
$653K +$8.42K +99 +1%
HBT
517
Heartland Bank & Trust
Illinois
$651K +$9.1K +107 +1%
BCFD
518
Boit C.F. David
$644K – – –
IWP
519
Insight Wealth Partners
Texas
$643K -$3.23K -38 -0.5%
UCI
520
Uncommon Cents Investing
Wisconsin
$639K +$153K +1,795 +31%
SF
521
Synovus Financial
Georgia
$638K -$22.1K -260 -3%
AC
522
Apella Capital
Connecticut
$636K +$2.04K +24 +0.3%
MIM
523
Morningstar Investment Management
Illinois
$636K – – –
FMAEN1
524
Fund Management at Engine No 1
California
$636K +$57.3K +674 +10%
TPW
525
Transatlantique Private Wealth
New York
$635K +$38.3K +450 +6%
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