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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
576
Smartleaf Asset Management
Massachusetts
$686K – – –
BOPW
577
Brandywine Oak Private Wealth
Pennsylvania
$681K – – –
EI
578
Ellevest Inc
New York
$678K -$3.07K -26 -0.5%
CIA
579
Capital Investment Advisors
Georgia
$671K -$43.5K -369 -6%
CFG
580
Citizens Financial Group
Rhode Island
$668K +$50K +424 +8%
SWP
581
Stratos Wealth Partners
Ohio
$661K +$117K +992 +22%
TTIC
582
Tower Trust & Investment Company
Iowa
$647K -$10.6K -90 -2%
WIA
583
World Investment Advisors
California
$643K -$50.3K -426 -7%
VBA
584
von Borstel & Associates
Oregon
$643K +$354 +3 +0.1%
NQWM
585
Northwest Quadrant Wealth Management
Oregon
$622K +$1.3K +11 +0.2%
S
586
Sunpointe
Missouri
$617K +$17.9K +152 +3%
RWP
587
RWA Wealth Partners
Massachusetts
$616K +$8.62K +73 +1%
IAA
588
Independent Advisor Alliance
North Carolina
$615K -$34.6K -293 -5%
AI
589
Atria Investments
North Carolina
$602K +$145K +1,232 +33%
LFP
590
Leeward Financial Partners
Washington
$600K -$6.02K -51 -1%
BIG
591
Brookwood Investment Group
Arizona
$597K +$587K +4,971 New
CI
592
Cigna Investments
Connecticut
$592K – – –
ACS
593
Archford Capital Strategies
Illinois
$591K -$7.55K -64 -1%
PPWP
594
Premier Path Wealth Partners
New Jersey
$590K -$29.7K -252 -5%
BWP
595
BSW Wealth Partners
Colorado
$589K -$19.1K -162 -3%
PS
596
Principal Securities
Iowa
$586K +$7.2K +61 +1%
SI
597
Stephens Inc
Arkansas
$582K -$137K -1,162 -21%
SIA
598
Soltis Investment Advisors
Utah
$580K -$34.9K -296 -6%
CAM
599
Cidel Asset Management
Ontario, Canada
$572K +$27.6K +234 +5%
CAM
600
Close Asset Management
United Kingdom
$568K – – –
22 23
24
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