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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
2476
Wagner Wealth Management (South Carolina)
South Carolina
$251K +$222K +642 New
SFC
2477
Swisher Financial Concepts
Ohio
$251K -$17.3K -50 -7%
MCM
2478
Morton Capital Management
California
$250K +$221K +640 New
ECML
2479
Eagle Capital Management (Louisiana)
Louisiana
$250K – – –
PSP
2480
Principal Street Partners
Tennessee
$250K – – –
OWA
2481
ORBA Wealth Advisors
Illinois
$250K – – –
RWP
2482
Revolve Wealth Partners
New Jersey
$249K -$14.8K -43 -6%
ABWM
2483
Alpine Bank Wealth Management
Colorado
$249K +$220K +636 New
OWA
2484
Octavia Wealth Advisors
Ohio
$248K -$40.1K -116 -15%
JF
2485
JSF Financial
California
$247K -$3.11K -9 -1%
IWA
2486
Inspirion Wealth Advisors
Illinois
$247K – – –
RWA
2487
Redhawk Wealth Advisors
Minnesota
$247K -$112K -325 -34%
PCA
2488
Peddock Capital Advisors
Massachusetts
$246K – – –
BIG
2489
Bush Investment Group
Georgia
$246K – – –
FNWA
2490
Financial Network Wealth Advisors
Utah
$246K -$345 -1 -0.2%
LFG
2491
Lazard Frères Gestion
France
$246K – – –
TSMHT
2492
Thurston Springer Miller Herd & Titak
Indiana
$245K +$7.94K +23 +4%
SFC
2493
Strategic Financial Concepts
Texas
$245K +$189K +548 +703%
BMM
2494
Buffington Mohr McNeal
Idaho
$244K – – –
CWM
2495
Chemistry Wealth Management
New York
$243K -$4.49K -13 -2%
VCM
2496
Vivaldi Capital Management
Illinois
$243K +$215K +622 New
DAM
2497
Doheny Asset Management
California
$243K – – –
CMTU
2498
Capital Markets Trading (UK)
United Kingdom
$243K +$214K +621 New
PP
2499
Patron Partners
Texas
$243K +$3.11K +9 +1%
IWS
2500
Integrity Wealth Solutions
Colorado
$243K +$214K +621 New
98 99
100
101 102