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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
901
High Note Wealth
Minnesota
$4.37K -$277 -3 -6%
JGIA
902
Jackson Grant Investment Advisers
Connecticut
$4.28K – – –
AGWCA
903
Annis Gardner Whiting Capital Advisors
Florida
$4.18K -$1.39K -15 -25%
T
904
Transce3nd
Texas
$4.18K – – –
CPG
905
Cornerstone Planning Group
New Jersey
$4.12K -$2.13K -23 -35%
HHGA
906
Halbert Hargrove Global Advisors
California
$4.09K -$2.68K -29 -40%
TIM
907
Tortoise Investment Management
New York
$4.09K +$2.31K +25 +139%
FUBT
908
First United Bank & Trust
Maryland
$3.99K – – –
TC
909
Truvestments Capital
Florida
$3.89K – – –
BHWM
910
Beaird Harris Wealth Management
Texas
$3.8K +$1.48K +16 +67%
BFS
911
Bare Financial Services
Pennsylvania
$3.71K +$3.6K +39 New
RWA
912
Redmont Wealth Advisors
Illinois
$3.52K +$3.42K +37 New
TCA
913
Trifecta Capital Advisors
Illinois
$3.23K – – –
OC
914
Oakworth Capital
Alabama
$3.23K – – –
CIAS
915
CBIZ Investment Advisory Services
Ohio
$3.23K +$3.14K +34 New
MWM
916
MorganRosel Wealth Management
Colorado
$3.14K – – –
LFASL
917
Lugano Financial Advisors SA (LFA)
Switzerland
$3.14K +$3.05K +33 New
AA
918
Addison Advisors
Vermont
$3.04K – – –
RTL
919
Red Tortoise LLC
Georgia
$2.95K – – –
HWP
920
Highline Wealth Partners
California
$2.85K +$2.03K +22 +275%
SIC
921
SJS Investment Consulting
Ohio
$2.76K -$2.03K -22 -43%
1IA
922
1620 Investment Advisors
Massachusetts
$2.76K – – –
EWA
923
EQ Wealth Advisors
Texas
$2.66K – – –
SC
924
Swan Capital
Florida
$2.66K +$2.59K +28 New
KG
925
Kilter Group
New York
$2.57K +$2.49K +27 New
35 36
37
38 39