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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2776
IMG Wealth Management
Florida
$241K – – –
OWM
2777
Orgel Wealth Management
Wisconsin
$241K +$216K +506 New
PRP
2778
Peak Retirement Planning
Ohio
$241K +$216K +505 New
BFPW
2779
BOK Financial Private Wealth
Colorado
$240K +$11.5K +27 +6%
WWM
2780
Whalen Wealth Management
Nevada
$240K -$109K -255 -34%
KL
2781
KWMG LLC
Kansas
$240K +$215K +503 New
HFF
2782
Halter Ferguson Financial
Indiana
$239K -$34.2K -80 -14%
NCM
2783
Nelson Capital Management
California
$239K +$214K +501 New
BA
2784
Baugh & Associates
Georgia
$239K +$213K +500 New
BFA
2785
Benningfield Financial Advisors
California
$239K +$213K +500 New
DC
2786
Dorval Corp
Minnesota
$239K +$213K +500 New
FPTW
2787
Franklin, Parlapiano, Turner & Welch
Texas
$239K +$213K +500 New
HVP
2788
Hudson Value Partners
Florida
$239K +$213K +500 New
JGIA
2789
Jackson Grant Investment Advisers
Connecticut
$239K +$213K +500 New
KCM
2790
Kendall Capital Management
Maryland
$239K +$213K +500 New
LWMI
2791
Landmark Wealth Management (Illinois)
Illinois
$239K +$213K +500 New
PCM
2792
Passive Capital Management
Maryland
$239K +$213K +500 New
SWP
2793
Significant Wealth Partners
Illinois
$239K +$213K +500 New
TFP
2794
Tilia Fiduciary Partners
North Carolina
$238K -$74.3K -174 -26%
OGF
2795
Orin Green Financial
California
$238K +$213K +499 New
HFS
2796
Howard Financial Services
Texas
$238K +$213K +498 New
VW
2797
Vance Wealth
California
$237K +$212K +497 New
AWAP
2798
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$237K +$212K +496 New
MAM
2799
Marotta Asset Management
Virginia
$236K +$210K +491 New
TCM
2800
TD Capital Management
Tennessee
$235K -$9.82K -23 -4%
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112
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