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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2601
Talisman Wealth Advisors
New Jersey
$306K – – –
PFWA
2602
Paces Ferry Wealth Advisors
Georgia
$306K -$6.83K -16 -2%
WG
2603
Warner Group
Connecticut
$305K +$273K +640 New
CSI
2604
Clark & Stuart Inc
Maine
$305K – – –
WSWA
2605
Warren Street Wealth Advisors
California
$304K +$24.8K +58 +10%
JA
2606
JVL Associates
Michigan
$304K -$854 -2 -0.3%
PCA
2607
Peddock Capital Advisors
Massachusetts
$304K – – –
AHL
2608
Abel Hall LLC
Louisiana
$303K -$429K -1,006 -61%
VBFP
2609
Valtinson Bruner Financial Planning
Minnesota
$303K – – –
PAW
2610
Plan A Wealth
Nebraska
$303K +$14.9K +35 +6%
MWM
2611
Meritas Wealth Management
California
$302K -$14.9K -35 -5%
NLWP
2612
Next Level Wealth Planning
Idaho
$301K +$12.8K +30 +5%
LFG
2613
Leverty Financial Group
Wisconsin
$300K +$269K +630 New
BA
2614
Bristlecone Advisors
Washington
$300K – – –
COFSG
2615
Carbahal Olsen Financial Services Group
California
$300K – – –
IPW
2616
Impact Partnership Wealth
Georgia
$299K +$47.4K +111 +22%
PAG
2617
Private Advisory Group
Washington
$299K +$268K +627 New
DAM
2618
Doheny Asset Management
California
$299K – – –
AS
2619
Altshuler Shaham
Israel
$298K -$398M -931,990 -100%
JTWM
2620
Jackson Thornton Wealth Management
Alabama
$298K +$253K +593 New
JWM
2621
JGP Wealth Management
Oregon
$298K +$427 +1 +0.2%
WF
2622
WoodTrust Financial
Wisconsin
$297K +$2.13K +5 +0.8%
IWS
2623
Integrity Wealth Solutions
Colorado
$296K – – –
PPWM
2624
PFG Private Wealth Management
Florida
$296K +$265K +621 New
GHA
2625
Granite Harbor Advisors
Texas
$296K +$11.5K +27 +5%
103 104
105
106 107