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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2601
Scissortail Wealth Management
Oklahoma
$209K +$2.42K +7 New
VBWMG
2602
Von Berge Wealth Management Group
California
$208K +$173K +500 New
MSG
2603
Main Street Group
Virginia
$208K -$4.49K -13 -2%
AOWM
2604
Alpha Omega Wealth Management
Virginia
$207K +$183K +530 New
TFGT
2605
TS Financial Group (TSFG)
Illinois
$207K – – –
BHWM
2606
Beaird Harris Wealth Management
Texas
$207K -$18.6K -54 -9%
GDP
2607
Great Diamond Partners
Maine
$207K +$183K +529 New
BDFN
2608
Bond & Devick Financial Network
Minnesota
$207K +$182K +528 New
KW
2609
KWB Wealth
California
$206K – – –
VC
2610
Vicus Capital
Pennsylvania
$206K -$325K -942 -64%
AWA
2611
Alta Wealth Advisors
Massachusetts
$206K +$182K +527 New
LCC
2612
Lincoln Capital Corp
Rhode Island
$206K +$182K +527 New
FWM
2613
Fonville Wealth Management
Virginia
$206K +$182K +527 New
MWM
2614
MBE Wealth Management
Wisconsin
$206K +$182K +526 New
CFG
2615
Clayton Financial Group
Missouri
$205K +$181K +525 New
LT
2616
Legacy Trust
Michigan
$205K +$181K +525 New
MWA
2617
MN Wealth Advisors
Kansas
$205K +$181K +524 New
PWM
2618
Penobscot Wealth Management
Maine
$205K +$181K +524 New
SOW
2619
State of Wyoming
Wyoming
$205K -$66.7K -193 -27%
FAFN
2620
First Affirmative Financial Network
Colorado
$204K +$180K +522 New
JBA
2621
Johnson Bixby & Associates
Washington
$204K +$180K +521 New
SNBOSD
2622
Security National Bank of So Dak
Iowa
$203K +$180K +520 New
MAG
2623
M3 Advisory Group
Massachusetts
$203K +$179K +518 New
FSA
2624
Financial Security Advisor
Virginia
$203K +$179K +518 New
TW
2625
Towerpoint Wealth
California
$202K -$48.7K -141 -21%
103 104
105
106 107