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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2651
Mayfair Advisory Group
Alabama
$833K -$129K -147 -14%
AWCI
2652
Alpine Woods Capital Investors
New York
$832K -$35.1K -40 -5%
R
2653
Rebalance
California
$832K – – –
DFP
2654
Donalies Financial Planning
District of Columbia
$831K +$878 +1 +0.1%
DT
2655
DV Trading
Illinois
$831K -$2.06M -2,342 -75%
RBC
2656
Roble Belko & Company
Pennsylvania
$830K – – –
BWFA
2657
Baltimore-Washington Financial Advisors
Maryland
$829K +$64.1K +73 +10%
AF
2658
Atala Financial
California
$828K – – –
MWM
2659
Meadowbrook Wealth Management
New York
$828K -$417K -475 -36%
MLFP
2660
MPS Loria Financial Planners
Illinois
$826K +$1.76K +2 +0.3%
SEP
2661
Signature Equity Partners
Ohio
$825K -$87K -99 -11%
JDLA
2662
J. Derek Lewis & Associates
California
$823K +$14.9K +17 +2%
TWP
2663
Tenet Wealth Partners
Illinois
$823K +$828K +942 New
SHFP
2664
Second Half Financial Partners
Florida
$821K -$17.6K -20 -3%
PFW
2665
Petros Family Wealth
Minnesota
$821K -$1.76K -2 -0.3%
MCI
2666
MRP Capital Investments
Georgia
$820K -$22K -25 -3%
MWM
2667
MBE Wealth Management
Wisconsin
$818K +$6.15K +7 +0.9%
LWM
2668
Liberty Wealth Management
California
$817K – – –
HCP
2669
Holt Capital Partners
Texas
$816K +$18.4K +21 +3%
PF
2670
Prota Financial
Texas
$815K -$104K -118 -13%
SIS
2671
Strategic Investment Solutions
Illinois
$814K +$24.6K +28 +4%
BFA
2672
Bright Financial Advisors
Michigan
$813K – – –
EC
2673
EdgeRock Capital
Colorado
$812K +$127K +145 +23%
PAM
2674
PCG Asset Management
New Jersey
$811K -$42.2K -48 -6%
KWA
2675
Kondo Wealth Advisors
California
$810K +$6.15K +7 +0.9%
105 106
107
108 109