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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2626
Burling Wealth Partners
Illinois
$599K – – –
TAM
2627
TCP Asset Management
Ohio
$599K +$154K +222 +36%
IIA
2628
ICW Investment Advisors
Arizona
$597K -$314K -454 -35%
RFA
2629
Reyes Financial Architecture
California
$596K -$68.6K -99 -11%
AIC
2630
Archer Investment Corporation
Indiana
$595K -$244K -352 -30%
WCM
2631
WealthBridge Capital Management
Ohio
$595K +$693 +1 +0.1%
WMA
2632
Wealth Management Associates
New Jersey
$595K -$336K -485 -37%
WI
2633
Wealth Intelligence
Georgia
$594K -$272K -393 -32%
JTWM
2634
Jackson Thornton Wealth Management
Alabama
$593K -$4.16K -6 -0.8%
FBT
2635
First Bankers Trust
Kentucky
$593K -$146K -211 -20%
SFPG
2636
Stonebridge Financial Planning Group
Florida
$592K -$3.46K -5 -0.6%
WIM
2637
Wiregrass Investment Management
Georgia
$592K +$51.9K +75 +10%
NP
2638
Ninepoint Partners
Ontario, Canada
$592K -$54K -78 -9%
CWMGO
2639
Capstone Wealth Management Group (Oregon)
Oregon
$592K +$82.4K +119 +17%
MWM
2640
Mascagni Wealth Management
Mississippi
$592K +$322K +465 +126%
WA
2641
Waterford Advisors
New York
$591K – – –
AWP
2642
Accretive Wealth Partners
New Jersey
$590K +$577K +833 New
APW
2643
Axim Planning & Wealth
Ohio
$589K – – –
RG
2644
RHL Group
Michigan
$589K -$2.08K -3 -0.4%
SFG
2645
Southern Financial Group
Alabama
$588K -$43.6K -63 -7%
DBRC
2646
D.B. Root & Company
Pennsylvania
$588K -$51.3K -74 -8%
RF
2647
RetireMitten Financial
Michigan
$587K +$574K +829 New
GFG
2648
Genesis Financial Group
New Jersey
$585K -$6.93K -10 -1%
VCP
2649
Vista Capital Partners
Oregon
$584K -$87.3K -126 -13%
MAM
2650
McLean Asset Management
Virginia
$583K +$5.54K +8 +1%
104 105
106
107 108