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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2776
Howard Financial Services
Texas
$712K +$32.5K +37 +6%
PP
2777
Patron Partners
Texas
$711K +$130K +148 +28%
VBFP
2778
Valtinson Bruner Financial Planning
Minnesota
$710K +$8.79K +10 +2%
SW
2779
Solidarity Wealth
Utah
$709K +$17.6K +20 +3%
PWM
2780
Partners Wealth Management
California
$708K -$164K -187 -22%
RH
2781
RFG Holdings
Texas
$708K +$7.91K +9 +1%
PCS
2782
Private Client Services
Kentucky
$708K +$165K +188 +39%
FFP
2783
Freedom Financial Partners
Minnesota
$707K -$87.8K -100 -13%
CF
2784
Cyr Financial
Illinois
$706K +$2.63K +3 +0.5%
ML
2785
Mayport LLC
Massachusetts
$706K -$36K -41 -6%
OWM
2786
Orgel Wealth Management
Wisconsin
$706K -$2.63K -3 -0.5%
TWM
2787
TSA Wealth Management
Texas
$704K +$56.2K +64 +11%
ASCM
2788
Adkins Seale Capital Management
Louisiana
$703K -$33.4K -38 -5%
GGS
2789
Galvin Gaustad & Stein
Arizona
$702K +$579K +659 New
TWP
2790
Tower Wealth Partners
Pennsylvania
$700K -$1.76K -2 -0.3%
KA
2791
KDT Advisors
New York
$700K – – –
VFP
2792
Verus Financial Partners
Virginia
$699K -$311K -354 -35%
BA
2793
Ballew Advisors
Mississippi
$698K -$9.66K -11 -1%
FCFC
2794
First Commonwealth Financial Corp
Pennsylvania
$698K -$1.63M -1,852 -74%
WAS
2795
Westco Advisory Services
New York
$698K -$96.6K -110 -14%
SIAG
2796
Safeguard Investment Advisory Group
California
$696K +$139K +158 +32%
GAM
2797
GEM Asset Management
Michigan
$691K – – –
GFG
2798
Grantvest Financial Group
New Jersey
$690K – – –
FP
2799
Financial Perspectives
Minnesota
$690K – – –
CIA
2800
Caerus Investment Advisors
Texas
$690K +$61.5K +70 +12%
110 111
112
113 114