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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2626
Morton Capital Management
California
$205K -$6.77K -19 -3%
AOWM
2627
Alpha Omega Wealth Management
Virginia
$205K +$221K +621 New
SGI
2628
Swan Global Investments
Colorado
$205K +$221K +621 New
RWI
2629
Red Wave Investments
Pennsylvania
$205K +$356 +1 +0.2%
IWS
2630
Integrity Wealth Solutions
Colorado
$205K – – –
BLAM
2631
Bourne Lent Asset Management
New York
$204K – – –
WCP
2632
Wealthcare Capital Partners
Pennsylvania
$203K +$712 +2 +0.3%
SL
2633
Salomon & Ludwin
Virginia
$203K +$712 +2 +0.3%
CFG
2634
Clayton Financial Group
Missouri
$203K +$219K +615 New
ATS
2635
Ashton Thomas Securities
New York
$202K -$14.6K -41 -6%
NLWP
2636
Next Level Wealth Planning
Idaho
$202K +$4.27K +12 +2%
PPWM
2637
Paragon Private Wealth Management
Kentucky
$202K +$218K +612 New
CC
2638
Capital Counsel
New York
$202K – – –
SA
2639
Strategic Advocates
Utah
$201K – – –
BWFA
2640
Baltimore-Washington Financial Advisors
Maryland
$201K +$356 +1 +0.2%
WRPWM
2641
Werba Rubin Papier Wealth Management
California
$201K -$22.4K -63 -9%
CCT
2642
Capital City Trust
Florida
$201K – – –
FAG
2643
Fortitude Advisory Group
Washington
$201K -$17.1K -48 -6%
PWAC
2644
Private Wealth Advisors (California)
California
$201K -$269K -756 -55%
PCMM
2645
Piedmont Capital Management (Montana)
Montana
$201K – – –
CIAM
2646
Caitong International Asset Management
Hong Kong
$198K +$61.3K +172 +40%
PSB
2647
Piscataqua Savings Bank
New Hampshire
$193K – – –
BHWM
2648
Beaird Harris Wealth Management
Texas
$192K – – –
MSG
2649
Main Street Group
Virginia
$191K +$16.4K +46 +9%
PB
2650
Pinnacle Bancorp
Nebraska
$191K -$19.6K -55 -9%
104 105
106
107 108