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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2476
Financial Council
Maryland
$209K +$182K +570 New
TFGT
2477
TS Financial Group (TSFG)
Illinois
$208K +$24.6K +77 +16%
MPM
2478
Meritage Portfolio Management
Kansas
$208K +$182K +568 New
FL
2479
Fort LP
Maryland
$208K +$181K +567 New
SDH
2480
Sloy Dahl & Holst
Washington
$207K +$181K +566 New
RIS
2481
Retirement Income Solutions
Michigan
$207K +$181K +566 New
PAM
2482
Peak Asset Management
Colorado
$207K +$180K +564 New
IDA
2483
Intelligence Driven Advisers
California
$206K +$180K +564 New
VAS
2484
Vestmark Advisory Solutions
Massachusetts
$206K -$92K -288 -34%
AWA
2485
Amplius Wealth Advisors
Pennsylvania
$206K +$180K +563 New
CCWM
2486
Correct Capital Wealth Management
Missouri
$206K +$180K +563 New
RIG
2487
Renaissance Investment Group
Massachusetts
$206K +$180K +563 New
FCM
2488
Family Capital Management
Michigan
$206K +$179K +561 New
KWM
2489
Kolinsky Wealth Management
New Jersey
$206K -$74.2K -232 -29%
IWA
2490
Inspirion Wealth Advisors
Illinois
$205K +$179K +560 New
WF
2491
WoodTrust Financial
Wisconsin
$204K -$142K -444 -44%
DAM
2492
Doheny Asset Management
California
$204K +$178K +556 New
LW
2493
Linscomb Wealth
Texas
$204K +$178K +556 New
BWG
2494
Boomfish Wealth Group
Georgia
$204K -$378K -1,184 -68%
PGAM
2495
Princeton Global Asset Management
New Jersey
$203K -$1.18M -3,681 -87%
OPWM
2496
Oxinas Partners Wealth Management
Indiana
$203K -$66.2K -207 -27%
PP
2497
Pegasus Partners
Wisconsin
$203K +$177K +554 New
FWM
2498
Foguth Wealth Management
Michigan
$202K +$176K +552 New
FWI
2499
Facet Wealth Inc
Maryland
$202K +$189K +591 New
EW
2500
Element Wealth
Mississippi
$202K +$176K +551 New
98 99
100
101 102