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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
801
Carmel Capital Partners
California
$10K +$10K +118 New
AWM
802
Abound Wealth Management
Tennessee
$9.67K +$170 +2 +2%
JFA
803
JNBA Financial Advisors
Minnesota
$9.27K – – –
VCM
804
Versant Capital Management
Arizona
$8.76K – – –
AF
805
Advisornet Financial
Minnesota
$8.16K -$3.66K -43 -31%
WT
806
Washington Trust
Rhode Island
$8.16K – – –
SOS
807
Silver Oak Securities
Tennessee
$7.99K -$720K -8,465 -99%
LF
808
Lee Financial
Texas
$7.4K +$3.74K +44 +102%
HPC
809
HM Payson & Co
Maine
$7.36K – – –
SIC
810
SJS Investment Consulting
Ohio
$7.23K +$255 +3 +4%
AWM
811
Avior Wealth Management
Nebraska
$7.23K +$3.74K +44 +107%
ADL
812
Asset Dedication LLC
California
$7K -$510 -6 -2%
PP
813
PFS Partners
New Jersey
$7K – – –
HWM
814
HighMark Wealth Management
Minnesota
$6.46K -$850 -10 -12%
RWM
815
Raffa Wealth Management
District of Columbia
$6.38K – – –
SFA
816
Semmax Financial Advisors
North Carolina
$5.63K +$5.44K +64 New
CB
817
CNB Bank
Pennsylvania
$5.19K +$5.19K +61 New
IHWM
818
Iron Horse Wealth Management
Iowa
$5.1K +$5.1K +60 New
SSG
819
Summit Securities Group
New York
$5K -$10.1K -119 -67%
SIA
820
SkyView Investment Advisors
New Jersey
$5K +$510 +6 +11%
FWM
821
Focused Wealth Management
New York
$4.95K – – –
VAG
822
VisionPoint Advisory Group
Texas
$4.84K +$3.23K +38 +200%
SCA
823
Stonebridge Capital Advisors
Minnesota
$4.59K – – –
GEA
824
Glen Eagle Advisors
New Jersey
$4.57K – – –
IPW
825
Impact Partnership Wealth
Georgia
$4.25K -$2.21K -26 -34%
31 32
33
34 35