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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
2801
Washington Trust Bank
Washington
$689K -$138K -157 -20%
WCP
2802
Wealthcare Capital Partners
Pennsylvania
$688K +$878 +1 +0.2%
FPH
2803
Financial Planning Hawaii
Hawaii
$688K -$52.7K -60 -8%
FWP
2804
Flatrock Wealth Partners
California
$688K +$11.4K +13 +2%
MCM
2805
Morton Capital Management
California
$687K -$33.4K -38 -6%
CFS
2806
Cannon Financial Strategists
Georgia
$687K +$567K +645 New
OC
2807
Optima Capital
Oregon
$685K +$1.76K +2 +0.3%
GP
2808
GLR Partners
Maryland
$684K -$7.91K -9 -1%
LWA
2809
LifeGoal Wealth Advisors
New York
$684K +$56.2K +64 +11%
FC
2810
Fjell Capital
North Dakota
$683K +$175K +199 +45%
SFC
2811
Strategic Financial Concepts
Texas
$682K +$60.6K +69 +12%
SHFG
2812
S Harris Financial Group
Texas
$682K -$35.1K -40 -6%
VCM
2813
Virtue Capital Management
Tennessee
$679K -$591K -673 -51%
GSWA
2814
Good Steward Wealth Advisors
Tennessee
$676K -$235K -267 -30%
OIS
2815
OneAscent Investment Solutions
Alabama
$676K +$48.3K +55 +9%
LWMI
2816
Landmark Wealth Management (Illinois)
Illinois
$674K +$117K +133 +27%
SFG
2817
Sather Financial Group
Texas
$674K +$556K +633 New
HP
2818
Hilltop Partners
Indiana
$674K +$36.9K +42 +7%
MWM
2819
Meritas Wealth Management
California
$673K – – –
SP
2820
Saranac Partners
$673K +$555K +632 New
BCMLT
2821
Beacon Capital Management LLC (Tennessee)
Tennessee
$672K -$29.9K -34 -5%
CFP
2822
Cascade Financial Partners
California
$672K -$14.1K -16 -2%
OFW
2823
Omnia Family Wealth
Florida
$672K -$4.39K -5 -0.8%
NLWP
2824
Next Level Wealth Planning
Idaho
$671K – – –
DC
2825
Dorval Corp
Minnesota
$671K +$114K +130 +26%
111 112
113
114 115