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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2551
Waterford Advisors
New York
$507K -$14.5K -26 -3%
BW
2552
BXM Wealth
Colorado
$506K +$22.3M +40,131 +4,699%
ONST
2553
Old North State Trust
North Carolina
$505K -$49.5K -89 -9%
CAM
2554
Costello Asset Management
Pennsylvania
$504K -$5.56K -10 -1%
DO
2555
denkapparat Operations
Germany
$501K +$486K +874 New
BW
2556
BIP Wealth
Georgia
$500K -$1.67K -3 -0.3%
PAM
2557
PCG Asset Management
New Jersey
$499K -$8.34K -15 -2%
MWA
2558
Medallion Wealth Advisors
Connecticut
$499K +$3.89K +7 +0.8%
SHFG
2559
S Harris Financial Group
Texas
$498K +$484K +870 New
ECML
2560
Eagle Capital Management (Louisiana)
Louisiana
$498K – – –
WCFA
2561
Walkner Condon Financial Advisors
Wisconsin
$498K +$21.1K +38 +5%
CCM
2562
Cullen Capital Management
New York
$498K – – –
CWM
2563
ClientFirst Wealth Management
Arkansas
$498K +$23.3K +42 +5%
EFG
2564
Embree Financial Group
Illinois
$496K +$38.4K +69 +9%
AWM
2565
Adams Wealth Management
Utah
$496K -$5.56K -10 -1%
OFW
2566
Omnia Family Wealth
Florida
$496K +$4.45K +8 +0.9%
BFF
2567
Byrne Financial Freedom
Massachusetts
$496K +$481K +865 New
HAS
2568
Holland Advisory Services
Florida
$495K – – –
TA
2569
Townsend & Associates
Colorado
$495K +$36.1K +65 +9%
SFB
2570
STAR Financial Bank
Indiana
$494K -$311K -559 -39%
MAG
2571
Mayfair Advisory Group
Alabama
$494K – – –
FAG
2572
Fortitude Advisory Group
Washington
$493K -$8.89K -16 -2%
APM
2573
a16z Perennial Management
California
$492K +$20K +36 +4%
PWA
2574
Physician Wealth Advisors
Utah
$491K +$17.2K +31 +4%
PCS
2575
Personal CFO Solutions
New Jersey
$491K – – –
101 102
103
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