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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
601
Independent Advisor Alliance
North Carolina
$422K -$13.6K -147 -3%
KWM
602
Kingsview Wealth Management
Oregon
$422K +$46.7K +505 +13%
NP
603
NorthRock Partners
Minnesota
$420K -$89.1K -964 -18%
BBNB
604
Baker Boyer National Bank
Washington
$419K – – –
WIA
605
World Investment Advisors
California
$417K -$149K -1,613 -27%
GFA
606
Grunden Financial Advisory
Texas
$405K +$394K +4,262 New
WSFS
607
Wilmington Savings Fund Society
Delaware
$404K +$59.2K +641 +18%
MG
608
Mather Group
Illinois
$403K +$1.48K +16 +0.4%
VAG
609
VisionPoint Advisory Group
Texas
$402K +$391K +4,228 New
ATC
610
Argent Trust Co
Tennessee
$402K +$6.47K +70 +2%
OFW
611
Omnia Family Wealth
Florida
$400K -$8.5K -92 -2%
GWM
612
GDS Wealth Management
Texas
$399K -$554 -6 -0.1%
CP
613
Capital Planning
Washington
$396K – – –
BCM
614
Birmingham Capital Management
Alabama
$396K – – –
BBA
615
Baader Bank Aktiengesellschaft
Germany
$389K +$165K +1,784 +77%
OWP
616
Obermeyer Wealth Partners
Colorado
$387K -$462 -5 -0.1%
HC
617
Hamilton Capital
Ohio
$385K +$12.2K +132 +3%
MWM
618
Meridian Wealth Management
Kentucky
$385K -$13.5K -146 -3%
GRP
619
Global Retirement Partners
California
$384K +$373K +4,035 New
ACA
620
Aptus Capital Advisors
Alabama
$383K -$15.4K -167 -4%
SIA
621
Strategic Investment Advisors
Michigan
$381K -$363K -3,930 -50%
IQI
622
Integrated Quantitative Investments
Washington
$380K +$370K +4,000 New
IFG
623
Independent Financial Group
California
$378K +$8.78K +95 +2%
SAM
624
Silvercrest Asset Management
New York
$378K – – –
AEPWM
625
Atlantic Edge Private Wealth Management
Florida
$375K -$19.4K -210 -5%
23 24
25
26 27