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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
2601
KWB Wealth
California
$242K – – –
WWMSC
2602
Wagner Wealth Management (South Carolina)
South Carolina
$242K +$10.1K +26 +4%
RWP
2603
Revolve Wealth Partners
New Jersey
$241K +$10.9K +28 +4%
OWP
2604
Obermeyer Wealth Partners
Colorado
$241K -$1.61M -4,156 -86%
KOMWMG
2605
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$241K +$388 +1 +0.2%
PS
2606
Planned Solutions
California
$241K +$1.55K +4 +0.6%
PP
2607
Patron Partners
Texas
$241K +$16.3K +42 +7%
BWG
2608
Boomfish Wealth Group
Georgia
$241K +$35.3K +91 +16%
I
2609
INVST
Indiana
$240K +$4.65K +12 +2%
ATS
2610
Ashton Thomas Securities
New York
$240K +$36.1K +93 +17%
VWM
2611
Vigilare Wealth Management
Arizona
$240K – – –
BCI
2612
Blue Capital Inc
Nebraska
$240K +$256K +661 New
CMS
2613
Capital Market Strategies
Florida
$240K +$3.49K +9 +1%
ATC
2614
Advantage Trust Company
Kansas
$239K – – –
LJAC
2615
L.J. Altfest & Co
New York
$239K +$776 +2 +0.3%
OFS
2616
OMC Financial Services
New York
$238K – – –
UPS
2617
UHLMANN PRICE SECURITIES
Illinois
$238K – – –
CFGA
2618
Cambridge Financial Group (Arizona)
Arizona
$237K -$57.4K -148 -18%
USWIA
2619
UP Strategic Wealth Investment Advisors
Pennsylvania
$237K +$253K +653 New
DFA
2620
Delta Financial Advisors
Louisiana
$237K – – –
GJIA
2621
Glass Jacobson Investment Advisors
Maryland
$236K – – –
NIA
2622
NIA Impact Advisors
California
$236K – – –
AWG
2623
Altus Wealth Group
Colorado
$236K +$388 +1 +0.2%
BPFA
2624
Barnes Pettey Financial Advisors
Mississippi
$236K – – –
AFM
2625
Aspetuck Financial Management
Connecticut
$236K +$252K +650 New
103 104
105
106 107