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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2851
Advyzon Investment Management
Illinois
$216K +$193K +453 New
IWP
2852
IAG Wealth Partners
Wisconsin
$216K -$3.84K -9 -2%
FL
2853
FreeGulliver LLC
Louisiana
$216K +$193K +453 New
SWM
2854
Sagace Wealth Management
Florida
$215K +$193K +451 New
AFAS
2855
Acorn Financial Advisory Services
Virginia
$215K +$193K +451 New
SWM
2856
Schwallier Wealth Management
Michigan
$215K +$192K +450 New
WPWM
2857
Western Pacific Wealth Management
Illinois
$215K – – –
BFWA
2858
Benchmark Financial Wealth Advisors
Florida
$214K +$192K +449 New
AWM
2859
AllSquare Wealth Management
New York
$214K – – –
IAS
2860
Integrity Advisory Solutions
Texas
$213K +$191K +447 New
M1FG
2861
Mach-1 Financial Group
Arkansas
$213K +$191K +447 New
VC
2862
Veery Capital
Delaware
$213K +$191K +447 New
FCM
2863
Fortis Capital Management
Washington
$213K +$190K +446 New
PSB
2864
Piscataqua Savings Bank
New Hampshire
$213K -$59.8K -140 -24%
SWG
2865
Summit Wealth Group
Vermont
$212K -$157K -367 -45%
CTWM
2866
Cherry Tree Wealth Management
Minnesota
$212K – – –
LWP
2867
LeClair Wealth Partners
Ohio
$212K +$190K +445 New
AWM
2868
Abound Wealth Management
Tennessee
$212K +$19.2K +45 +11%
SGI
2869
Summit Global Investments
Utah
$212K +$189K +443 New
BSCCG
2870
Blue Sky Capital Consultants Group
California
$212K +$190K +444 New
FDDB
2871
Fidelity D&D Bancorp
Pennsylvania
$211K +$189K +443 New
JAM
2872
Jupiter Asset Management
United Kingdom
$211K +$189K +443 New
WWA
2873
Wisconsin Wealth Advisors
Wisconsin
$211K +$189K +443 New
GWM
2874
GK Wealth Management
Nevada
$211K -$76K -178 -29%
FI
2875
Fractal Investments
Connecticut
$211K -$452K -1,058 -71%
113 114
115
116 117