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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
2726
Wick Capital Partners
Pennsylvania
$784K +$41.3K +47 +7%
AWG
2727
Altus Wealth Group
Colorado
$783K +$75.5K +86 +13%
OCM
2728
Orion Capital Management
California
$783K +$26.4K +30 +4%
EMAM
2729
Encompass More Asset Management
California
$782K +$258K +294 +67%
SFG
2730
Sunburst Financial Group
Alabama
$781K +$106K +121 +20%
AT
2731
American Trust
Kentucky
$781K +$217K +247 +51%
SI
2732
Severin Investments
Missouri
$779K -$513K -584 -44%
SFG
2733
Southern Financial Group
Alabama
$779K -$87K -99 -12%
WFA
2734
Websterrogers Financial Advisors
South Carolina
$777K – – –
FGWP
2735
Founders Grove Wealth Partners
Virginia
$777K +$22K +25 +4%
ECML
2736
Eagle Capital Management (Louisiana)
Louisiana
$777K -$123K -140 -16%
CWA
2737
Clarity Wealth Advisors
California
$775K -$234K -266 -27%
NRI
2738
NFP Retirement Inc
California
$774K -$201K -229 -24%
BFG
2739
Bouchey Financial Group
New York
$774K -$502K -571 -44%
WI
2740
Wealth Intelligence
Georgia
$773K -$99.3K -113 -13%
HFO
2741
Heritage Family Offices
Arizona
$771K +$294K +335 +86%
PEWA
2742
Pacific Excel Wealth Advisors
California
$771K +$636K +724 New
SSCA
2743
South Shore Capital Advisors
Massachusetts
$769K -$50.1K -57 -7%
MWM
2744
Manske Wealth Management
Texas
$766K -$135K -154 -18%
MA
2745
MW Advisory
Georgia
$766K +$632K +719 New
AWC
2746
Abundance Wealth Counselors
Pennsylvania
$762K +$191K +217 +43%
SRC
2747
Shufro Rose & Co
New York
$760K -$27.2K -31 -4%
VCP
2748
Vista Capital Partners
Oregon
$758K -$99.3K -113 -14%
DWG
2749
Darden Wealth Group
Michigan
$758K +$177K +201 +39%
BTIM
2750
BancFirst Trust & Investment Management
Oklahoma
$757K +$644K +733 New
108 109
110
111 112