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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
701
Next Level Private
New York
$308K +$766 +7 +0.2%
ONB
702
Old National Bancorp
Indiana
$306K +$17.1K +156 +6%
EBA
703
Eagle Bay Advisors
New York
$306K – – –
DWM
704
Drive Wealth Management
Utah
$302K +$2.74K +25 +0.9%
JSC
705
Jackson Square Capital
California
$302K – – –
MAWA
706
Moss Adams Wealth Advisors
Washington
$302K -$47.8K -437 -13%
IAIM
707
International Assets Investment Management
Florida
$299K -$31.3M -286,142 -99%
IF
708
Integrity Financial
Wyoming
$297K -$97.1K -887 -24%
JMFC
709
J.M. Forbes & Co
Massachusetts
$293K – – –
RIP
710
Reliant Investment Partners
North Carolina
$293K +$308K +2,812 New
PP
711
PDS Planning
Ohio
$292K +$11.1K +101 +4%
FC
712
Fulcrum Capital
Washington
$288K – – –
AF
713
Allworth Financial
California
$287K +$9.19K +84 +3%
APWM
714
Argonautica Private Wealth Management
Massachusetts
$286K -$4.27K -39 -1%
RPWA
715
Regent Peak Wealth Advisors
Georgia
$284K +$1.42K +13 +0.5%
OL
716
Optas LLC
Texas
$284K +$12.7K +116 +4%
SWP
717
Significant Wealth Partners
Illinois
$283K +$298K +2,722 New
ICP
718
Impact Capital Partners
Colorado
$281K +$295K +2,699 New
C
719
Certuity
Florida
$279K +$294K +2,685 New
MLA
720
My Legacy Advisors
Oregon
$278K – – –
MFIM
721
Mesirow Financial Investment Management
Illinois
$278K +$438 +4 +0.2%
BS
722
Banco Santander
Spain
$277K +$291K +2,661 New
JSW
723
Journey Strategic Wealth
New Jersey
$276K +$290K +2,651 New
WSFS
724
Wilmington Savings Fund Society
Delaware
$275K -$8.65K -79 -3%
TCOO
725
Trust Company of Oklahoma
Oklahoma
$274K – – –
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