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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
2801
Grantvest Financial Group
New Jersey
$367K -$27.8K -50 -7%
WG
2802
Warner Group
Connecticut
$367K – – –
FGWP
2803
Founders Grove Wealth Partners
Virginia
$367K +$50K +90 +16%
OC
2804
Optima Capital
Oregon
$366K -$9.45K -17 -3%
KTM
2805
Keeler Thomas Management
Utah
$366K -$262K -472 -42%
PCA
2806
Peddock Capital Advisors
Massachusetts
$365K – – –
PGAM
2807
Princeton Global Asset Management
New Jersey
$365K +$43.4K +78 +14%
LWA
2808
Lifelong Wealth Advisors
Minnesota
$363K +$16.7K +30 +5%
WF
2809
WealthPoint Financial
North Carolina
$363K +$352K +633 New
MWM
2810
Meritas Wealth Management
California
$362K – – –
COFSG
2811
Carbahal Olsen Financial Services Group
California
$361K +$1.11K +2 +0.3%
NLWP
2812
Next Level Wealth Planning
Idaho
$361K – – –
SFGM
2813
Stonebridge Financial Group (Missouri)
Missouri
$360K +$350K +629 New
PWM
2814
Prentice Wealth Management
New York
$360K +$41.7K +75 +14%
AP
2815
Advisortrust Partners
North Carolina
$360K +$349K +628 New
DAM
2816
Doheny Asset Management
California
$359K – – –
CG
2817
CFO4Life Group
Texas
$359K +$8.34K +15 +2%
PFWA
2818
Paces Ferry Wealth Advisors
Georgia
$358K -$8.89K -16 -2%
HAG
2819
HF Advisory Group
Maryland
$358K -$51.7K -93 -13%
GHA
2820
Granite Harbor Advisors
Texas
$357K +$1.67K +3 +0.5%
TAM
2821
TCP Asset Management
Ohio
$357K +$1.67K +3 +0.5%
BONH
2822
Bank of New Hampshire
New Hampshire
$357K +$161K +290 +87%
FWM
2823
Forza Wealth Management
Florida
$356K +$27.2K +49 +9%
NPT
2824
National Philanthropic Trust
Pennsylvania
$356K +$345K +621 New
VBFP
2825
Valtinson Bruner Financial Planning
Minnesota
$355K -$8.34K -15 -2%
111 112
113
114 115