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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2701
SMART Wealth
Nebraska
$787K – – –
CWP
2702
Core Wealth Partners
California
$786K +$33.4K +38 +5%
JF
2703
JSF Financial
California
$785K -$12.3K -14 -2%
GXJ
2704
Global X Japan
Japan
$785K -$170K -194 -21%
CWMGO
2705
Capstone Wealth Management Group (Oregon)
Oregon
$784K -$87.8K -100 -12%
WCP
2706
Wick Capital Partners
Pennsylvania
$784K +$41.3K +47 +7%
AWG
2707
Altus Wealth Group
Colorado
$783K +$75.5K +86 +13%
OCM
2708
Orion Capital Management
California
$783K +$26.4K +30 +4%
EMAM
2709
Encompass More Asset Management
California
$782K +$258K +294 +67%
SFG
2710
Sunburst Financial Group
Alabama
$781K +$106K +121 +20%
AT
2711
American Trust
Kentucky
$781K +$217K +247 +51%
SI
2712
Severin Investments
Missouri
$779K -$513K -584 -44%
SFG
2713
Southern Financial Group
Alabama
$779K -$87K -99 -12%
WFA
2714
Websterrogers Financial Advisors
South Carolina
$777K – – –
FGWP
2715
Founders Grove Wealth Partners
Virginia
$777K +$22K +25 +4%
ECML
2716
Eagle Capital Management (Louisiana)
Louisiana
$777K -$123K -140 -16%
CWA
2717
Clarity Wealth Advisors
California
$775K -$234K -266 -27%
NRI
2718
NFP Retirement Inc
California
$774K -$201K -229 -24%
BFG
2719
Bouchey Financial Group
New York
$774K -$502K -571 -44%
WI
2720
Wealth Intelligence
Georgia
$773K -$99.3K -113 -13%
HFO
2721
Heritage Family Offices
Arizona
$771K +$294K +335 +86%
PEWA
2722
Pacific Excel Wealth Advisors
California
$771K +$636K +724 New
SSCA
2723
South Shore Capital Advisors
Massachusetts
$769K -$50.1K -57 -7%
MWM
2724
Manske Wealth Management
Texas
$766K -$135K -154 -18%
MA
2725
MW Advisory
Georgia
$766K +$632K +719 New
107 108
109
110 111