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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2576
WestHill Financial Advisors
California
$896K -$501K -570 -40%
AWM
2577
Adams Wealth Management
Utah
$896K -$22K -25 -3%
UFF
2578
USA Financial Formulas
Michigan
$895K -$117K -133 -14%
CIAM
2579
Caitong International Asset Management
Hong Kong
$892K -$563K -641 -43%
RG
2580
RHL Group
Michigan
$890K +$3.51K +4 +0.5%
MWM
2581
Mascagni Wealth Management
Mississippi
$890K +$878 +1 +0.1%
KCP
2582
Kera Capital Partners
California
$888K -$60.6K -69 -8%
RF
2583
RetireMitten Financial
Michigan
$888K +$4.39K +5 +0.6%
DAS
2584
DMKC Advisory Services
Iowa
$887K -$8.82M -10,035 -92%
AWP
2585
Accretive Wealth Partners
New Jersey
$887K – – –
DA
2586
Dash Acquisitions
California
$886K +$909K +1,035 New
WWM
2587
Walser Wealth Management
Florida
$886K -$12.3K -14 -2%
WMA
2588
Wealth Management Associates
New Jersey
$885K -$7.03K -8 -1%
CWM
2589
Centric Wealth Management
Illinois
$885K – – –
NA
2590
Nautilus Advisors
California
$884K – – –
AF
2591
Aldebaran Financial
$884K +$36.9K +42 +5%
KWM
2592
KMT Wealth Management
California
$883K +$728K +829 New
TAM
2593
TCP Asset Management
Ohio
$883K -$14.1K -16 -2%
DDC
2594
DF Dent & Co
Maryland
$881K -$22K -25 -3%
TWA
2595
Tulsa Wealth Advisors
Oklahoma
$881K +$48.3K +55 +7%
GFG
2596
Genesis Financial Group
New Jersey
$879K – – –
BWM
2597
BlackDiamond Wealth Management
New York
$878K +$293K +333 +47%
OLA
2598
Oliver Luxxe Assets
New Jersey
$876K -$386K -439 -35%
JSL
2599
JT Stratford LLC
Georgia
$876K -$336K -383 -32%
MEAC
2600
M.E. Allison & Co
Texas
$875K -$22K -25 -3%
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