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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2751
Jacobsen Capital Management
Utah
$200K +$388 +1 +0.2%
PWP
2752
Prasad Wealth Partners
Ohio
$200K +$214K +552 New
WWA
2753
Wingate Wealth Advisors
Massachusetts
$198K +$212K +546 New
MSG
2754
Main Street Group
Virginia
$193K +$388 +1 +0.2%
JEST
2755
JTC Employer Solutions Trustee
Jersey
$188K -$155K -400 -43%
IWP
2756
IAG Wealth Partners
Wisconsin
$188K +$158K +408 +374%
HWM
2757
Hemington Wealth Management
Virginia
$185K +$15.1K +39 +8%
DCBT
2758
Dakota Community Bank & Trust
North Dakota
$184K +$5.82K +15 +3%
PAM
2759
Parvin Asset Management
South Dakota
$181K +$194K +500 New
TFIPS
2760
Towarzystwo Funduszy Inwestycyjnych PZU SA
$180K +$29.1K +75 +18%
RTC
2761
Riverview Trust Company
Washington
$179K – – –
AW
2762
Avion Wealth
Texas
$177K +$78.7K +203 +70%
CWM
2763
Centricity Wealth Management
Ohio
$175K +$187K +482 New
BFPW
2764
BOK Financial Private Wealth
Colorado
$175K -$287K -740 -61%
WBC
2765
West Branch Capital
Massachusetts
$174K – – –
IWM
2766
IMG Wealth Management
Florida
$173K +$185K +478 New
CIA
2767
Cape Investment Advisory
Georgia
$171K +$10.9K +28 +6%
CMBA
2768
C.M. Bidwell & Associates
Hawaii
$170K – – –
FFA
2769
Frazier Financial Advisors
Ohio
$170K -$3.88K -10 -2%
AT
2770
Avalon Trust
New Mexico
$169K – – –
SC
2771
Stephens Consulting
Michigan
$163K -$39.2K -101 -18%
CAS
2772
Coppell Advisory Solutions
Texas
$163K -$20.9K -54 -11%
MWA
2773
Medallion Wealth Advisors
Connecticut
$163K +$179K +461 New
AWM
2774
AllSquare Wealth Management
New York
$163K – – –
HFS
2775
Hopwood Financial Services
Virginia
$162K +$174K +448 New
109 110
111
112 113