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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
651
Kingsview Wealth Management
Oregon
$367K -$1.4M -14,346 -79%
IFWM
652
Institute for Wealth Management
Colorado
$366K – – –
ACMA
653
Arbor Capital Management (Alaska)
Alaska
$360K – – –
SAM
654
Silvercrest Asset Management
New York
$359K – – –
GM
655
GeoWealth Management
Illinois
$357K -$19.4K -198 -5%
VI
656
Versor Investments
New York
$357K -$624K -6,384 -64%
GA
657
Geller Advisors
New York
$348K -$40.3K -412 -10%
MNBTD
658
Moody National Bank Trust Division
Texas
$346K – – –
PWS
659
Precision Wealth Strategies
Missouri
$344K -$1.86K -19 -0.5%
SAM
660
Smartleaf Asset Management
Massachusetts
$343K +$139K +1,419 +68%
SIA
661
Schechter Investment Advisors
Michigan
$343K +$69.8K +714 +26%
NAS
662
Nicolet Advisory Services
Wisconsin
$342K -$12.7K -130 -4%
SWP
663
Stratos Wealth Partners
Ohio
$336K +$13.5K +138 +4%
CSIC
664
Clifford Swan Investment Counsel
California
$336K -$14.7K -150 -4%
MWM
665
Meridian Wealth Management
Kentucky
$334K +$331K +3,388 New
PMSA
666
Patrick M. Sweeney & Associates
Illinois
$334K +$3.23K +33 +1%
HWMO
667
Heritage Wealth Management (Ohio)
Ohio
$334K -$5.38K -55 -2%
CAWM
668
Capital Advisors Wealth Management
Washington
$331K +$20.6K +211 +7%
VSQM
669
V-Square Quantitative Management
Illinois
$331K +$131K +1,343 +67%
SCG
670
Sonata Capital Group
Washington
$329K – – –
MAWA
671
Moss Adams Wealth Advisors
Washington
$326K +$8.51K +87 +3%
FIA
672
Foundations Investment Advisors
Arizona
$325K +$18.1K +185 +6%
DTL
673
Dynamic Technology Lab
Singapore
$323K -$1.63M -16,698 -84%
BFG
674
Beacon Financial Group
Texas
$323K -$28.2K -288 -8%
PWW
675
Pettyjohn Wood & White
Virginia
$322K – – –
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