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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
2851
Mosaic Financial Group
Illinois
$217K +$194K +455 New
SWP
2852
Semus Wealth Partners
Florida
$217K +$194K +454 New
JPLA
2853
Joseph P. Lucia & Associates
New York
$216K +$193K +453 New
AIM
2854
Advyzon Investment Management
Illinois
$216K +$193K +453 New
IWP
2855
IAG Wealth Partners
Wisconsin
$216K -$3.84K -9 -2%
FL
2856
FreeGulliver LLC
Louisiana
$216K +$193K +453 New
SWM
2857
Sagace Wealth Management
Florida
$215K +$193K +451 New
AFAS
2858
Acorn Financial Advisory Services
Virginia
$215K +$193K +451 New
SWM
2859
Schwallier Wealth Management
Michigan
$215K +$192K +450 New
WPWM
2860
Western Pacific Wealth Management
Illinois
$215K – – –
BFWA
2861
Benchmark Financial Wealth Advisors
Florida
$214K +$192K +449 New
AWM
2862
AllSquare Wealth Management
New York
$214K – – –
IAS
2863
Integrity Advisory Solutions
Texas
$213K +$191K +447 New
M1FG
2864
Mach-1 Financial Group
Arkansas
$213K +$191K +447 New
VC
2865
Veery Capital
Delaware
$213K +$191K +447 New
FCM
2866
Fortis Capital Management
Washington
$213K +$190K +446 New
PSB
2867
Piscataqua Savings Bank
New Hampshire
$213K -$59.8K -140 -24%
SWG
2868
Summit Wealth Group
Vermont
$212K -$157K -367 -45%
CTWM
2869
Cherry Tree Wealth Management
Minnesota
$212K – – –
LWP
2870
LeClair Wealth Partners
Ohio
$212K +$190K +445 New
AWM
2871
Abound Wealth Management
Tennessee
$212K +$19.2K +45 +11%
SGI
2872
Summit Global Investments
Utah
$212K +$189K +443 New
BSCCG
2873
Blue Sky Capital Consultants Group
California
$212K +$190K +444 New
WFA
2874
Woodward Financial Advisors
North Carolina
$212K +$190K +444 New
FDDB
2875
Fidelity D&D Bancorp
Pennsylvania
$211K +$189K +443 New
113 114
115
116 117