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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
501
Dakota Wealth Management
Florida
$910K -$76.4K -781 -8%
HL
502
HeadInvest LLC
Maine
$902K – – –
EHWM
503
Eads & Heald Wealth Management
Georgia
$891K -$2.93K -30 -0.3%
VEA
504
Virtus ETF Advisers
New York
$880K +$151K +1,547 +21%
SF
505
Synovus Financial
Georgia
$878K +$124K +1,267 +17%
RWB
506
RMR Wealth Builders
New Jersey
$877K – – –
ADIM
507
Alpha DNA Investment Management
Maryland
$865K +$384K +3,930 +81%
BFG
508
Bleakley Financial Group
New Jersey
$861K +$10.7K +109 +1%
SFA
509
Sequoia Financial Advisors
Ohio
$858K +$222K +2,269 +35%
IPW
510
Impact Partnership Wealth
Georgia
$858K +$184K +1,883 +28%
MYAM
511
Meiji Yasuda Asset Management
Japan
$855K -$22.2K -227 -3%
UCI
512
Uncommon Cents Investing
Wisconsin
$854K – – –
CA
513
Clearstead Advisors
Ohio
$850K -$43.6K -446 -5%
MIM
514
Morningstar Investment Management
Illinois
$848K +$25.6K +262 +3%
TWG
515
The Wealth Group
Minnesota
$839K – – –
FFA
516
Farther Finance Advisors
California
$818K -$118K -1,204 -13%
FPAS
517
Focus Partners Advisor Solutions
Missouri
$817K +$2.84K +29 +0.4%
HH
518
Hilltop Holdings
Texas
$816K +$267K +2,728 +49%
WPC
519
Wedmont Private Capital
Pennsylvania
$804K -$24.2K -247 -3%
MCM
520
MAI Capital Management
Ohio
$804K -$416K -4,254 -34%
FIM
521
Fruth Investment Management
Texas
$802K – – –
JF
522
Jump Financial
Illinois
$797K -$4.12M -42,103 -84%
FFG
523
Fortem Financial Group
California
$797K +$789K +8,073 New
KWA
524
Kingswood Wealth Advisors
California
$796K -$68K -695 -8%
PS
525
Principal Securities
Iowa
$794K +$102K +1,048 +15%
19 20
21
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