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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2576
Chatham Capital Group
Georgia
$252K – – –
CAC
2577
Certified Advisory Corp
Florida
$252K +$776 +2 +0.3%
CNWM
2578
Clay Northam Wealth Management
California
$252K +$2.33K +6 +0.9%
LEA
2579
Legacy Edge Advisors
New York
$251K -$4.27K -11 -2%
JF
2580
Jump Financial
Illinois
$251K -$8.14K -21 -3%
MAM
2581
Marotta Asset Management
Virginia
$250K -$388 -1 -0.1%
BFW
2582
Brady Family Wealth
Missouri
$250K – – –
BW
2583
BIP Wealth
Georgia
$249K -$17.1K -44 -6%
AIMA
2584
Ables Iannone Moore & Associates
Georgia
$249K – – –
BL
2585
Balentine LLC
Georgia
$249K -$1.04M -2,673 -80%
GFL
2586
Granite FO LLC
New Hampshire
$248K – – –
SI
2587
Seeds Investor
New York
$248K +$1.16K +3 +0.4%
AIA
2588
AssuredPartners Investment Advisors
Florida
$248K +$265K +683 New
PWA
2589
Physician Wealth Advisors
Utah
$248K – – –
PTB
2590
Pioneer Trust Bank
Oregon
$248K – – –
PCFFS
2591
Pacific Center for Financial Services
California
$248K +$1.16K +3 +0.4%
FBT
2592
First Bank & Trust
South Dakota
$247K -$10.5K -27 -4%
OFW
2593
Omnia Family Wealth
Florida
$247K +$7.76K +20 +3%
MW
2594
Maia Wealth
Colorado
$247K +$242K +625 New
VBFP
2595
Valtinson Bruner Financial Planning
Minnesota
$247K +$1.94K +5 +0.7%
PMA
2596
Prudent Man Advisors
Illinois
$246K – – –
AIA
2597
Angeles Investment Advisors
California
$246K -$9.31K -24 -3%
KWM
2598
Kolinsky Wealth Management
New Jersey
$245K +$7.37K +19 +3%
WRPWM
2599
Werba Rubin Papier Wealth Management
California
$244K -$28.7K -74 -10%
BSHC
2600
Breed's Hill Capital
Massachusetts
$243K +$260K +671 New
102 103
104
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