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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
2651
J. Derek Lewis & Associates
California
$443K +$430K +773 New
VCM
2652
Vision Capital Management
Oregon
$443K – – –
MLFP
2653
MPS Loria Financial Planners
Illinois
$443K +$1.11K +2 +0.3%
BBES
2654
Buffalo Business & Estate Services
New York
$442K +$429K +772 New
SHFP
2655
Second Half Financial Partners
Florida
$442K – – –
GHA
2656
GW Henssler & Associates
Georgia
$439K – – –
PGWM
2657
Parisi Gray Wealth Management
New Jersey
$439K – – –
MW
2658
Maia Wealth
Colorado
$438K +$14.5K +26 +5%
EWA
2659
Encompass Wealth Advisors
Oregon
$438K -$22.2K -40 -5%
AF
2660
Atala Financial
California
$438K – – –
WAS
2661
Westco Advisory Services
New York
$438K +$425K +765 New
RGC
2662
Roberts, Glore & Co
Illinois
$438K – – –
AF
2663
Aldebaran Financial
$438K -$75K -135 -15%
BFA
2664
Bright Financial Advisors
Michigan
$437K -$28.9K -52 -6%
ICM
2665
Intrepid Capital Management
Florida
$437K – – –
WIM
2666
Wiregrass Investment Management
Georgia
$436K +$423K +761 New
MWM
2667
MGB Wealth Management
Texas
$436K +$423K +761 New
MWM
2668
MBE Wealth Management
Wisconsin
$436K -$2.22K -4 -0.5%
BAM
2669
BOCHK Asset Management
Hong Kong
$435K -$1.8M -3,240 -81%
ORC
2670
O'Rourke & Company
Massachusetts
$435K -$81.1K -146 -16%
YCG
2671
Yeomans Consulting Group
Georgia
$434K +$421K +757 New
DHC
2672
Drum Hill Capital
Connecticut
$433K – – –
VIS
2673
Vega Investment Solutions
France
$433K +$420K +755 New
BCI
2674
Blue Capital Inc
Nebraska
$432K +$51.7K +93 +14%
KWA
2675
Kondo Wealth Advisors
California
$432K +$1.11K +2 +0.3%
105 106
107
108 109