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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2901
Oak Associates
Ohio
$617K – – –
PB
2902
Pinnacle Bancorp
Nebraska
$617K – – –
AF
2903
Affiance Financial
Minnesota
$616K +$20.2K +23 +4%
MW
2904
Maia Wealth
Colorado
$616K +$25.5K +29 +5%
CWA
2905
Consilio Wealth Advisors
Washington
$613K +$7.91K +9 +2%
RWM
2906
Riverbend Wealth Management
South Carolina
$613K -$92.2K -105 -15%
DWM
2907
DKM Wealth Management
California
$613K -$7.91K -9 -2%
AWM
2908
Arista Wealth Management
Nevada
$612K -$114K -130 -18%
OIC
2909
Orion Investment Company
Missouri
$612K – – –
WA
2910
Win Advisors
Florida
$611K +$206K +234 +69%
CPWA
2911
Cerro Pacific Wealth Advisors
California
$611K -$1.76K -2 -0.3%
ODIJL
2912
One Day In July LLC
Vermont
$609K – – –
4A
2913
4Wealth Advisors
Illinois
$609K -$14.9K -17 -3%
HBFP
2914
Henderson Brothers Financial Partners
Pennsylvania
$607K -$702K -799 -58%
MWA
2915
Madson Wealth Advisors
California
$607K +$39.5K +45 +9%
KW
2916
KWB Wealth
California
$607K +$18.4K +21 +4%
QFP
2917
Quantum Financial Partners
Kansas
$606K +$500K +569 New
MFS
2918
Miller Financial Services
Michigan
$606K -$329K -374 -40%
NP
2919
Ninepoint Partners
Ontario, Canada
$605K -$235K -268 -32%
BHWM
2920
Bay Harbor Wealth Management
Maryland
$604K +$455K +518 +1,057%
BFM
2921
Boothbay Fund Management
New York
$603K -$8.75M -9,963 -95%
FFO
2922
Fortitude Family Office
Arizona
$603K -$22.8K -26 -4%
EPG
2923
Estate Planners Group
Pennsylvania
$602K – – –
RYIA
2924
Roehl & Yi Investment Advisors
Oregon
$602K -$31.6K -36 -6%
CPC
2925
Consolidated Planning Corp
Georgia
$601K – – –
115 116
117
118 119