PCAR icon

PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
626
Capital Planning
Washington
$482K – – –
BCM
627
Birmingham Capital Management
Alabama
$481K – – –
FFM
628
Forum Financial Management
Illinois
$480K -$1.22M -10,073 -71%
MAM
629
Martingale Asset Management
Massachusetts
$480K +$502K +4,154 New
OFW
630
Omnia Family Wealth
Florida
$476K -$28.5K -236 -5%
DCM
631
Dorato Capital Management
Colorado
$472K +$9.07K +75 +2%
NG
632
Norden Group
Utah
$470K +$46.3K +383 +10%
CAG
633
Crestwood Advisors Group
Massachusetts
$468K +$18.3K +151 +4%
ATC
634
Argent Trust Co
Tennessee
$466K – – –
GWM
635
GDS Wealth Management
Texas
$463K -$10.2K -84 -2%
ACMA
636
Arbor Capital Management (Alaska)
Alaska
$459K – – –
MG
637
Mather Group
Illinois
$454K -$14.8K -122 -3%
KWM
638
Kingsview Wealth Management
Oregon
$452K -$60.6K -501 -11%
VCM
639
Violich Capital Management
California
$450K – – –
FCP
640
Fidelis Capital Partners
Florida
$449K +$8.58K +71 +2%
FMI
641
Frec Markets Inc
California
$448K +$185K +1,531 +65%
IFG
642
Independent Financial Group
California
$447K +$2.18K +18 +0.5%
AEPWM
643
Atlantic Edge Private Wealth Management
Florida
$442K -$7.25K -60 -2%
PIM
644
Penobscot Investment Management
Massachusetts
$439K – – –
RP
645
Riverwater Partners
Wisconsin
$438K -$4.35K -36 -0.9%
ALAM
646
Asahi Life Asset Management
Japan
$437K -$84.5K -699 -16%
AI
647
Atria Investments
North Carolina
$437K -$118K -975 -20%
DS
648
DRW Securities
Illinois
$430K +$103K +856 +30%
TCM
649
Teza Capital Management
Illinois
$428K +$37.7K +312 +9%
SAM
650
Silvercrest Asset Management
New York
$425K -$35.9K -297 -7%
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