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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RH
2801
RFG Holdings
Texas
$708K +$7.91K +9 +1%
PCS
2802
Private Client Services
Kentucky
$708K +$165K +188 +39%
FFP
2803
Freedom Financial Partners
Minnesota
$707K -$87.8K -100 -13%
CF
2804
Cyr Financial
Illinois
$706K +$2.63K +3 +0.5%
ML
2805
Mayport LLC
Massachusetts
$706K -$36K -41 -6%
OWM
2806
Orgel Wealth Management
Wisconsin
$706K -$2.63K -3 -0.5%
TWM
2807
TSA Wealth Management
Texas
$704K +$56.2K +64 +11%
ASCM
2808
Adkins Seale Capital Management
Louisiana
$703K -$33.4K -38 -5%
GGS
2809
Galvin Gaustad & Stein
Arizona
$702K +$579K +659 New
RCSA
2810
REYL & Cie S.A.
Switzerland
$700K +$865K +985 New
TWP
2811
Tower Wealth Partners
Pennsylvania
$700K -$1.76K -2 -0.3%
KA
2812
KDT Advisors
New York
$700K – – –
VFP
2813
Verus Financial Partners
Virginia
$699K -$311K -354 -35%
BA
2814
Ballew Advisors
Mississippi
$698K -$9.66K -11 -1%
FCFC
2815
First Commonwealth Financial Corp
Pennsylvania
$698K -$1.63M -1,852 -74%
WAS
2816
Westco Advisory Services
New York
$698K -$96.6K -110 -14%
SIAG
2817
Safeguard Investment Advisory Group
California
$696K +$139K +158 +32%
GAM
2818
GEM Asset Management
Michigan
$691K – – –
GFG
2819
Grantvest Financial Group
New Jersey
$690K – – –
FP
2820
Financial Perspectives
Minnesota
$690K – – –
CIA
2821
Caerus Investment Advisors
Texas
$690K +$61.5K +70 +12%
WTB
2822
Washington Trust Bank
Washington
$689K -$138K -157 -20%
WCP
2823
Wealthcare Capital Partners
Pennsylvania
$688K +$878 +1 +0.2%
FPH
2824
Financial Planning Hawaii
Hawaii
$688K -$52.7K -60 -8%
FWP
2825
Flatrock Wealth Partners
California
$688K +$11.4K +13 +2%
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113
114 115