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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
2626
Red Wave Investments
Pennsylvania
$205K +$356 +1 +0.2%
IWS
2627
Integrity Wealth Solutions
Colorado
$205K – – –
BLAM
2628
Bourne Lent Asset Management
New York
$204K – – –
WCP
2629
Wealthcare Capital Partners
Pennsylvania
$203K +$712 +2 +0.3%
SL
2630
Salomon & Ludwin
Virginia
$203K +$712 +2 +0.3%
CFG
2631
Clayton Financial Group
Missouri
$203K +$219K +615 New
ATS
2632
Ashton Thomas Securities
New York
$202K -$14.6K -41 -6%
NLWP
2633
Next Level Wealth Planning
Idaho
$202K +$4.27K +12 +2%
PPWM
2634
Paragon Private Wealth Management
Kentucky
$202K +$218K +612 New
CC
2635
Capital Counsel
New York
$202K – – –
SA
2636
Strategic Advocates
Utah
$201K – – –
BWFA
2637
Baltimore-Washington Financial Advisors
Maryland
$201K +$356 +1 +0.2%
WRPWM
2638
Werba Rubin Papier Wealth Management
California
$201K -$22.4K -63 -9%
CCT
2639
Capital City Trust
Florida
$201K – – –
FAG
2640
Fortitude Advisory Group
Washington
$201K -$17.1K -48 -6%
PWAC
2641
Private Wealth Advisors (California)
California
$201K -$269K -756 -55%
PCMM
2642
Piedmont Capital Management (Montana)
Montana
$201K – – –
CIAM
2643
Caitong International Asset Management
Hong Kong
$198K +$61.3K +172 +40%
PSB
2644
Piscataqua Savings Bank
New Hampshire
$193K – – –
BHWM
2645
Beaird Harris Wealth Management
Texas
$192K – – –
MSG
2646
Main Street Group
Virginia
$191K +$16.4K +46 +9%
PB
2647
Pinnacle Bancorp
Nebraska
$191K -$19.6K -55 -9%
ATC
2648
Advantage Trust Company
Kansas
$187K -$33.1K -93 -14%
HWM
2649
Hemington Wealth Management
Virginia
$182K +$14.2K +40 +8%
FMP
2650
Financial Management Professionals
Texas
$181K -$4.63K -13 -2%
104 105
106
107 108