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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
RMP
651
Richards, Merrill & Peterson
Washington
$348K +$1.9K +18 +0.5%
PPWP
652
Premier Path Wealth Partners
New Jersey
$343K +$45.2K +429 +14%
CAG
653
Crestwood Advisors Group
Massachusetts
$342K +$55.7K +528 +18%
WA
654
Waverly Advisors
Alabama
$342K +$27.4K +260 +8%
IAIM
655
International Assets Investment Management
Florida
$341K +$64.1K +608 +21%
CI
656
Corient IA
Florida
$341K +$369K +3,500 New
MNBTD
657
Moody National Bank Trust Division
Texas
$340K – – –
FCP
658
Fidelis Capital Partners
Florida
$336K +$422 +4 +0.1%
RWP
659
RWA Wealth Partners
Massachusetts
$335K -$234K -2,223 -39%
BAM
660
Blueshift Asset Management
New Jersey
$335K +$363K +3,439 New
SIA
661
Soltis Investment Advisors
Utah
$331K +$12K +114 +3%
PMSA
662
Patrick M. Sweeney & Associates
Illinois
$330K – – –
HWMO
663
Heritage Wealth Management (Ohio)
Ohio
$329K – – –
ACM
664
Advisors Capital Management
New Jersey
$328K +$6.86K +65 +2%
PWW
665
Pettyjohn Wood & White
Virginia
$326K +$2.11K +20 +0.6%
CSIC
666
Clifford Swan Investment Counsel
California
$326K – – –
FIA
667
Foundations Investment Advisors
Arizona
$321K +$7.17K +68 +2%
BRWA
668
B. Riley Wealth Advisors
Florida
$319K +$346K +3,278 New
NAS
669
Nicolet Advisory Services
Wisconsin
$314K +$4.22K +40 +1%
BCM
670
Becker Capital Management
Oregon
$311K – – –
CAM
671
Cidel Asset Management
Ontario, Canada
$309K +$18.4K +174 +6%
GHA
672
GW Henssler & Associates
Georgia
$309K +$334K +3,170 New
BAM
673
Bellevue Asset Management
Washington
$307K +$105 +1 +0%
TCM
674
Teza Capital Management
Illinois
$307K – – –
AA
675
Auxano Advisors
Washington
$306K +$1.58K +15 +0.5%
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