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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
901
DT Investment Partners
Pennsylvania
$11.7K – – –
RWM
902
Ruedi Wealth Management
Illinois
$11.7K – – –
WA
903
Whipplewood Advisors
Colorado
$11.1K +$1.43M +13,567 +16,749%
FW
904
Fairway Wealth
Ohio
$10.9K +$11.8K +112 New
FFA
905
Frazier Financial Advisors
Ohio
$10.8K – – –
CT
906
Clearstead Trust
Maine
$10.7K +$11.6K +110 New
ACM
907
Aster Capital Management
United Arab Emirates
$10.6K -$11.6K -110 -53%
JFA
908
JNBA Financial Advisors
Minnesota
$10.6K – – –
WPA
909
West Paces Advisors
Georgia
$10.4K – – –
CB
910
CNB Bank
Pennsylvania
$10.3K – – –
CT
911
Colonial Trust
South Carolina
$10.3K -$6.33K -60 -36%
CA
912
Continuum Advisory
Idaho
$10.1K +$2.85K +27 +35%
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$9.74K +$10.5K +100 New
QPBE
914
Quintet Private Bank (Europe)
Luxembourg
$8.37K +$9.07K +86 New
WT
915
Washington Trust
Rhode Island
$8.18K +$1.16K +11 +15%
IHWM
916
Iron Horse Wealth Management
Iowa
$8.18K +$2.53K +24 +40%
Q1WB
917
Quest 10 Wealth Builders
Virginia
$8.04K -$422 -4 -5%
MSWM
918
Mowery & Schoenfeld Wealth Management
Illinois
$7.82K -$1.16K -11 -12%
FMP
919
Financial Management Professionals
Texas
$7.79K +$738 +7 +10%
AWM
920
Abound Wealth Management
Tennessee
$7.42K -$2.11K -20 -21%
PSFG
921
Park Square Financial Group
Georgia
$7.3K – – –
HHGA
922
Halbert Hargrove Global Advisors
California
$7.01K -$7.38K -70 -49%
PWMG
923
Private Wealth Management Group
New Jersey
$7.01K – – –
RWM
924
Raffa Wealth Management
District of Columbia
$6.82K – – –
MSWA
925
Marshall & Sterling Wealth Advisors
New York
$6.72K +$7.28K +69 New
35 36
37
38 39