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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
626
Edgestream Partners
New Jersey
$445K -$698K -6,381 -60%
RBWA
627
RFG - Bristol Wealth Advisors
Massachusetts
$444K +$468K +4,272 New
CFO
628
Callan Family Office
Pennsylvania
$439K +$462K +4,219 New
CFG
629
Citizens Financial Group
Rhode Island
$435K +$48K +439 +12%
SW
630
SVB Wealth
Massachusetts
$434K +$457K +4,173 New
BCM
631
Birmingham Capital Management
Alabama
$433K – – –
AEPWM
632
Atlantic Edge Private Wealth Management
Florida
$432K -$10.9K -100 -2%
OFW
633
Omnia Family Wealth
Florida
$428K +$876 +8 +0.2%
GWM
634
GDS Wealth Management
Texas
$426K -$18.7K -171 -4%
ATC
635
Argent Trust Co
Tennessee
$426K +$6.24K +57 +1%
OWP
636
Obermeyer Wealth Partners
Colorado
$425K +$447K +4,084 New
IWC
637
Integrated Wealth Concepts
Massachusetts
$424K -$80K -731 -15%
FB
638
Fulton Bank
Pennsylvania
$423K +$18.3K +167 +4%
1C
639
111 Capital
France
$421K +$443K +4,044 New
KWM
640
Kingsview Wealth Management
Oregon
$419K +$33.7K +308 +8%
SWA
641
Stratos Wealth Advisors
Ohio
$417K -$25.7K -235 -6%
P
642
Pitcairn
Pennsylvania
$408K +$7K +64 +2%
IFG
643
Independent Financial Group
California
$408K -$32.5K -297 -7%
HC
644
Hamilton Capital
Ohio
$407K +$9.52K +87 +2%
ACMA
645
Arbor Capital Management (Alaska)
Alaska
$407K – – –
WFI
646
West Family Investments
California
$407K -$5.58K -51 -1%
VCM
647
Violich Capital Management
California
$406K – – –
SAM
648
Smartleaf Asset Management
Massachusetts
$406K +$46.1K +421 +12%
GL
649
Graypoint LLC
New York
$403K -$3.72K -34 -0.9%
CI
650
Conning Inc
Connecticut
$400K -$7.99K -73 -2%
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