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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
2676
Future Financial Wealth Management
Ohio
$125K +$110K +319 New
BL
2677
BFSG LLC
California
$124K +$14.5K +42 +15%
RWM
2678
Reston Wealth Management
Virginia
$123K +$108K +313 New
VWA
2679
Valued Wealth Advisors
Utah
$122K -$16.2K -47 -13%
AWM
2680
Atticus Wealth Management
Florida
$121K -$2.07K -6 -2%
CJ
2681
Caitlin John
Michigan
$114K -$271K -786 -73%
MBFW
2682
Morton Brown Family Wealth
Pennsylvania
$113K – – –
AW
2683
Avion Wealth
Texas
$112K +$1.73K +5 +2%
HGA
2684
Hobbs Group Advisors
South Carolina
$110K +$7.25K +21 +8%
WAM
2685
Wolverine Asset Management
Illinois
$110K -$939K -2,718 -91%
CB
2686
Centennial Bank
Arkansas
$102K – – –
TC
2687
Tacita Capital
Ontario, Canada
$101K +$17.3K +50 +24%
PCA
2688
Providence Capital Advisors
North Carolina
$101K – – –
DWA
2689
Delos Wealth Advisors
Texas
$101K -$34.2K -99 -28%
KWAG
2690
Kiely Wealth Advisory Group
North Carolina
$98.5K – – –
BHWM
2691
Bay Harbor Wealth Management
Maryland
$98.2K -$3.8K -11 -4%
CYG
2692
Clean Yield Group
Vermont
$98.2K +$2.07K +6 +2%
GA
2693
GoalVest Advisory
New York
$97.8K – – –
SJIM
2694
St. Johns Investment Management
Florida
$97.8K – – –
HWM
2695
Horizons Wealth Management
North Carolina
$97.6K – – –
CSWM
2696
Cassady Schiller Wealth Management
Ohio
$97.1K -$104K -300 -55%
JFA
2697
JNBA Financial Advisors
Minnesota
$96.2K – – –
KPP
2698
Kings Path Partners
Texas
$92.7K – – –
S
2699
Sachetta
Massachusetts
$92.3K +$12.8K +37 +19%
MFA
2700
McClarren Financial Advisors
Pennsylvania
$92K -$94.3K -273 -41%
106 107
108
109 110