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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAMU
2551
Myriad Asset Management US
Florida
$510K -$977K -1,757 -66%
PHS
2552
Pekin Hardy Strauss
Illinois
$508K -$556 -1 -0.1%
RCM
2553
Requisite Capital Management
Texas
$507K +$492K +886 New
WA
2554
Waterford Advisors
New York
$507K -$14.5K -26 -3%
BW
2555
BXM Wealth
Colorado
$506K +$16.7K +30 +4%
ONST
2556
Old North State Trust
North Carolina
$505K -$49.5K -89 -9%
CAM
2557
Costello Asset Management
Pennsylvania
$504K -$5.56K -10 -1%
DO
2558
denkapparat Operations
Germany
$501K +$486K +874 New
BW
2559
BIP Wealth
Georgia
$500K -$1.67K -3 -0.3%
PAM
2560
PCG Asset Management
New Jersey
$499K -$8.34K -15 -2%
MWA
2561
Medallion Wealth Advisors
Connecticut
$499K +$3.89K +7 +0.8%
SHFG
2562
S Harris Financial Group
Texas
$498K +$484K +870 New
ECML
2563
Eagle Capital Management (Louisiana)
Louisiana
$498K – – –
WCFA
2564
Walkner Condon Financial Advisors
Wisconsin
$498K +$21.1K +38 +5%
CCM
2565
Cullen Capital Management
New York
$498K – – –
CWM
2566
ClientFirst Wealth Management
Arkansas
$498K +$23.3K +42 +5%
EFG
2567
Embree Financial Group
Illinois
$496K +$38.4K +69 +9%
AWM
2568
Adams Wealth Management
Utah
$496K -$5.56K -10 -1%
OFW
2569
Omnia Family Wealth
Florida
$496K +$4.45K +8 +0.9%
BFF
2570
Byrne Financial Freedom
Massachusetts
$496K +$481K +865 New
HAS
2571
Holland Advisory Services
Florida
$495K – – –
TA
2572
Townsend & Associates
Colorado
$495K +$36.1K +65 +9%
SFB
2573
STAR Financial Bank
Indiana
$494K -$311K -559 -39%
MAG
2574
Mayfair Advisory Group
Alabama
$494K – – –
FAG
2575
Fortitude Advisory Group
Washington
$493K -$8.89K -16 -2%
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