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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
2626
Fortitude Family Office
Arizona
$44.3K – – –
MSFP
2627
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
IHWM
2628
Iron Horse Wealth Management
Iowa
$43.6K +$1.73K +5 +4%
RWA
2629
Redmont Wealth Advisors
Illinois
$43K – – –
TFF
2630
The Family Firm
Maryland
$42K +$43.7K +126 New
CFS
2631
CGC Financial Services
Oregon
$42K – – –
TCM
2632
TruNorth Capital Management
Michigan
$41K +$29.1K +84 +215%
PA
2633
Pineridge Advisors
Missouri
$40K +$1.39K +4 +3%
DF
2634
Dunhill Financial
United Kingdom
$38.4K +$3.47K +10 +10%
PPC
2635
Park Place Capital
Alabama
$37.6K +$693 +2 +2%
PIS
2636
POM Investment Strategies
North Carolina
$37.6K +$37.4K +108 +2,160%
CMA
2637
Cedar Mountain Advisors
Oregon
$36.7K – – –
FC
2638
Fairscale Capital
New Hampshire
$35.7K +$34.3K +99 New
BAM
2639
Bellevue Asset Management
Washington
$35.4K – – –
SWA
2640
SOA Wealth Advisors
New York
$35.2K -$1.04K -3 -3%
WFA
2641
West Financial Advisors
Iowa
$34.3K – – –
QL
2642
Quarry LP
New York
$34.3K -$18K -52 -34%
EWP
2643
Elevation Wealth Partners
California
$33.8K -$10.4K -30 -23%
NCM
2644
Northwest Capital Management
Oregon
$33.8K – – –
TH
2645
TCTC Holdings
Texas
$33.3K – – –
TLCM
2646
Twin Lakes Capital Management
California
$33.3K – – –
DFC
2647
DB Fitzpatrick & Co
Idaho
$29.3K – – –
PWM
2648
Partnership Wealth Management
Maryland
$29.3K – – –
FCG
2649
Financial Connections Group
California
$28K +$30.2K +87 New
BFA
2650
BBJS Financial Advisors
Washington
$27.6K +$28.8K +83 New
104 105
106
107 108