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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2901
Redmont Wealth Advisors
Illinois
$50.1K +$9.67K +29 +29%
AWM
2902
Activest Wealth Management
Florida
$48.9K +$35.3K +106 +530%
PPC
2903
Park Place Capital
Alabama
$48.5K +$13.3K +40 +48%
RF
2904
Robinswood Financial
Washington
$48.1K – – –
RS
2905
Rakuten Securities
Japan
$47.8K -$84K -252 -67%
FNWA
2906
Financial Network Wealth Advisors
Utah
$47K +$2.33K +7 +6%
WA
2907
Whipplewood Advisors
Colorado
$45.4K -$106K -319 -73%
PA
2908
Pineridge Advisors
Missouri
$45.4K – – –
RFS
2909
Richardson Financial Services
Massachusetts
$45K +$20K +60 +109%
MPW
2910
MASECO Private Wealth
$44.8K +$38.3K +115 New
RBC
2911
Roble Belko & Company
Pennsylvania
$43K – – –
ECM
2912
Estabrook Capital Management
New York
$42.7K -$30K -90 -45%
CG
2913
Curat Global
New Hampshire
$42.7K +$3.33K +10 +10%
BAM
2914
Bellevue Asset Management
Washington
$41.3K – – –
WFA
2915
West Financial Advisors
Iowa
$40K – – –
HHMI
2916
Howard Hughes Medical Institute
Maryland
$40K +$34.3K +103 New
EWP
2917
Elevation Wealth Partners
California
$39.9K +$333 +1 +1%
NCM
2918
Northwest Capital Management
Oregon
$39.4K – – –
FDW
2919
Fourth Dimension Wealth
Ohio
$38.8K -$58.3K -175 -64%
AFG
2920
Albion Financial Group
Utah
$38.8K – – –
KB
2921
Kimelman & Baird
New York
$38.8K – – –
MAS
2922
MPWM Advisory Solutions
Georgia
$38.4K – – –
CIAS
2923
CBIZ Investment Advisory Services
Ohio
$38K +$16K +48 +96%
TWPM
2924
Total Wealth Planning & Management
Florida
$37.9K +$3.4M +10,200 New
RWS
2925
Retirement Wealth Solutions
Wisconsin
$37.5K +$333 +1 +1%
115 116
117
118 119