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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2801
Winch Advisory Services
Wisconsin
$9.99K +$345 +1 +4%
DF
2802
DecisionPoint Financial
Arizona
$9.78K – – –
HWP
2803
Highline Wealth Partners
California
$9.41K -$3.8K -11 -31%
AFG
2804
Albion Financial Group
Utah
$9K – – –
SHIM
2805
Stone House Investment Management
Pennsylvania
$7.82K -$3.8K -11 -35%
JFG
2806
JDM Financial Group
Texas
$7.82K +$2.07K +6 +43%
NMG
2807
New Millennium Group
Utah
$7.67K – – –
RTL
2808
Red Tortoise LLC
Georgia
$6.65K – – –
PWS
2809
Peterson Wealth Services
Utah
$6.65K +$5.87K +17 New
CNBT
2810
Cornerstone National Bank & Trust
Illinois
$5.87K +$5.18K +15 New
IAIM
2811
International Assets Investment Management
Florida
$5.46K +$736M +2,131,276 +39,534%
BCM
2812
Blume Capital Management
California
$5.08K – – –
CCA
2813
Criterion Capital Advisors
Tennessee
$5K – – –
PS
2814
PayPay Securities
Japan
$4.69K +$345 +1 +9%
VAMG
2815
Voisard Asset Management Group
Michigan
$4.3K +$691 +2 +22%
PWMA
2816
Pension & Wealth Management Advisors
Massachusetts
$4.3K +$3.8K +11 New
MAM
2817
Marquette Asset Management
Minnesota
$3.91K +$3.45K +10 New
PFG
2818
Peterson Financial Group
Iowa
$3.23K +$2.76K +8 New
SFA
2819
Semmax Financial Advisors
North Carolina
$2.81K – – –
KIG
2820
Kessler Investment Group
Indiana
$2.74K – – –
ACA
2821
American Capital Advisory
Idaho
$2.43K – – –
WCM
2822
Westend Capital Management
California
$2.35K – – –
PIS
2823
POM Investment Strategies
North Carolina
$1.96K -$37.3K -108 -96%
W
2824
WealthCollab
Washington
$1.56K – – –
SWM
2825
Sanctuary Wealth Management
Idaho
$1.56K – – –
111 112
113
114 115