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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
2701
Warren Street Wealth Advisors
California
$225K +$193K +579 New
MPM
2702
Meritage Portfolio Management
Kansas
$224K +$193K +578 New
MWA
2703
Motive Wealth Advisors
Michigan
$224K +$192K +577 New
OIC
2704
Orion Investment Company
Missouri
$223K +$192K +575 New
TAM
2705
TCP Asset Management
Ohio
$223K +$192K +575 New
SW
2706
Solidarity Wealth
Utah
$223K -$1.83M -5,500 -91%
CAS
2707
Coppell Advisory Solutions
Texas
$223K +$193K +578 New
FWM
2708
Forza Wealth Management
Florida
$222K +$191K +573 New
WFA
2709
Wellspring Financial Advisors
Ohio
$221K +$190K +570 New
TS
2710
TradeWell Securities
Indiana
$221K +$189K +568 New
MSG
2711
Main Street Group
Virginia
$220K -$4K -12 -2%
WCG
2712
Weaver Consulting Group
California
$219K +$188K +564 New
RIG
2713
Renaissance Investment Group
Massachusetts
$219K +$188K +563 New
AWG
2714
Altus Wealth Group
Colorado
$218K -$31K -93 -14%
WIM
2715
Waverton Investment Management
United Kingdom
$218K +$187K +562 New
CIG
2716
Cascade Investment Group
Colorado
$218K +$187K +561 New
CCWM
2717
Correct Capital Wealth Management
Missouri
$217K +$187K +560 New
UW
2718
Unique Wealth
Florida
$217K +$187K +560 New
PGAM
2719
Princeton Global Asset Management
New Jersey
$217K +$46.3K +139 +33%
C1AG
2720
Client 1st Advisory Group
Florida
$217K +$186K +559 New
TTIC
2721
Tower Trust & Investment Company
Iowa
$216K – – –
PFM
2722
Phillips Financial Management
Indiana
$216K +$185K +556 New
CFO
2723
Collective Family Office
Pennsylvania
$215K +$185K +555 New
RFN
2724
RDA Financial Network
Iowa
$215K -$897K -2,690 -83%
BDA
2725
Borer Denton & Associates
Pennsylvania
$215K +$184K +553 New
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