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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
2501
Financial Advisors Network
California
$997K -$60.6K -69 -7%
HWA
2502
HighRoad Wealth Advisors
Oregon
$996K – – –
MWA
2503
Medallion Wealth Advisors
Connecticut
$994K -$4.39K -5 -0.5%
DW30
2504
Drucker Wealth 3.0
New Jersey
$993K +$24.6K +28 +3%
JJBC
2505
James J. Burns & Company
New York
$993K – – –
SSC
2506
Syverson Strege & Co
Iowa
$992K +$6.15K +7 +0.8%
RA
2507
Rockingstone Advisors
Massachusetts
$989K -$1.76K -2 -0.2%
KCFA
2508
Key Client Fiduciary Advisors
New Jersey
$988K +$878 +1 +0.1%
LHWM
2509
Lake Hills Wealth Management
Texas
$987K +$814K +927 New
MKW
2510
Mullaney, Keating & Wright
Connecticut
$985K – – –
CWM
2511
Capstone Wealth Management
Montana
$983K +$1.76K +2 +0.2%
PWA
2512
Peterson Wealth Advisors
Utah
$982K +$4.39K +5 +0.5%
ACA
2513
Anchor Capital Advisors
Massachusetts
$982K – – –
I
2514
INVST
Indiana
$982K +$336K +383 +71%
MSWM
2515
Master's Wealth Management
Pennsylvania
$981K -$67.6K -77 -8%
ORC
2516
O'Rourke & Company
Massachusetts
$980K – – –
BW
2517
BXM Wealth
Colorado
$979K -$13.2K -15 -2%
AWP
2518
Abacus Wealth Partners
California
$979K +$13.2K +15 +2%
JFGLC
2519
Johnson Financial Group LLC (Colorado)
Colorado
$979K +$267K +304 +49%
DC
2520
DeDora Capital
California
$978K -$14.1K -16 -2%
BRA
2521
Bender Robert & Associates
California
$975K -$7.03K -8 -0.9%
LFA
2522
Laraway Financial Advisors
Minnesota
$972K – – –
MF
2523
Manchester Financial
California
$972K +$878 +1 +0.1%
WWMP
2524
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$968K -$95.8K -109 -11%
KNW
2525
Kesler Norman & Wride
Utah
$968K +$799K +909 New
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