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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
2676
First Personal Financial Services
North Carolina
$129K -$61.8K -179 -35%
CWC
2677
Carolinas Wealth Consulting
North Carolina
$128K +$1.73K +5 +2%
FFWM
2678
Future Financial Wealth Management
Ohio
$125K +$110K +319 New
BL
2679
BFSG LLC
California
$124K +$14.5K +42 +15%
RWM
2680
Reston Wealth Management
Virginia
$123K +$108K +313 New
VWA
2681
Valued Wealth Advisors
Utah
$122K -$16.2K -47 -13%
AWM
2682
Atticus Wealth Management
Florida
$121K -$2.07K -6 -2%
CJ
2683
Caitlin John
Michigan
$114K -$271K -786 -73%
MBFW
2684
Morton Brown Family Wealth
Pennsylvania
$113K – – –
AW
2685
Avion Wealth
Texas
$112K +$1.73K +5 +2%
HGA
2686
Hobbs Group Advisors
South Carolina
$110K +$7.25K +21 +8%
WAM
2687
Wolverine Asset Management
Illinois
$110K -$939K -2,718 -91%
CB
2688
Centennial Bank
Arkansas
$102K – – –
TC
2689
Tacita Capital
Ontario, Canada
$101K +$17.3K +50 +24%
PCA
2690
Providence Capital Advisors
North Carolina
$101K – – –
DWA
2691
Delos Wealth Advisors
Texas
$101K -$34.2K -99 -28%
KWAG
2692
Kiely Wealth Advisory Group
North Carolina
$98.5K – – –
BHWM
2693
Bay Harbor Wealth Management
Maryland
$98.2K -$3.8K -11 -4%
CYG
2694
Clean Yield Group
Vermont
$98.2K +$2.07K +6 +2%
GA
2695
GoalVest Advisory
New York
$97.8K – – –
SJIM
2696
St. Johns Investment Management
Florida
$97.8K – – –
HWM
2697
Horizons Wealth Management
North Carolina
$97.6K – – –
CSWM
2698
Cassady Schiller Wealth Management
Ohio
$97.1K -$104K -300 -55%
JFA
2699
JNBA Financial Advisors
Minnesota
$96.2K – – –
KPP
2700
Kings Path Partners
Texas
$92.7K – – –
106 107
108
109 110