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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2701
Wellspring Financial Advisors
Ohio
$267K -$4.7K -11 -2%
LWM
2702
LongView Wealth Management
Georgia
$266K -$18.4K -43 -7%
SRC
2703
Shufro Rose & Co
New York
$265K – – –
CWA
2704
Consilio Wealth Advisors
Washington
$265K +$237K +556 New
PWM
2705
Prentice Wealth Management
New York
$264K -$185K -433 -44%
AWM
2706
Ariadne Wealth Management
California
$264K +$203K +476 New
BDA
2707
Borer Denton & Associates
Pennsylvania
$264K – – –
ODIJL
2708
One Day In July LLC
Vermont
$263K +$235K +551 New
FF
2709
Foronjy Financial
California
$263K -$89.7K -210 -28%
NFTC
2710
North Forty Two & Co
Oregon
$262K – – –
SSI
2711
Scott & Selber Inc
Texas
$262K – – –
WAM
2712
Wakefield Asset Management
Colorado
$262K – – –
FGWP
2713
Founders Grove Wealth Partners
Virginia
$262K +$235K +550 New
FFG
2714
Floyd Financial Group
Missouri
$262K – – –
PCM
2715
Prospera Capital Management
Arizona
$262K – – –
EW
2716
Element Wealth
Mississippi
$261K +$427 +1 +0.2%
EC
2717
EdgeRock Capital
Colorado
$261K +$234K +547 New
HIIFS
2718
Harel Insurance Investments & Financial Services
Israel
$260K -$185K -434 -44%
CCM
2719
Cloud Capital Management
Washington
$260K +$233K +546 New
AWP
2720
Axis Wealth Partners
Rhode Island
$260K +$4.7K +11 +2%
EIA
2721
Edgemoor Investment Advisors
Maryland
$259K +$232K +543 New
FFG
2722
Fortress Financial Group
Minnesota
$258K +$854 +2 +0.4%
BCP
2723
Berkeley Capital Partners
Georgia
$258K +$231K +541 New
MAC
2724
Mason & Associates (California)
California
$258K +$231K +541 New
AT
2725
American Trust
Kentucky
$258K -$120K -280 -34%
107 108
109
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