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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
I
2951
InceptionR
California
$307K -$703K -1,265 -70%
KCM
2952
Kendall Capital Management
Maryland
$307K +$20K +36 +7%
AWP
2953
Axis Wealth Partners
Rhode Island
$307K -$5K -9 -2%
NCM
2954
Next Capital Management
New York
$306K – – –
IWP
2955
Innova Wealth Partners
Pennsylvania
$306K +$297K +534 New
IWM
2956
IMG Wealth Management
Florida
$304K +$13.3K +24 +5%
TFS
2957
Targeted Financial Services
Florida
$304K +$295K +530 New
MFP
2958
Meramec Financial Planners
Missouri
$304K +$232K +418 New
DWAM
2959
Duncan Williams Asset Management
Tennessee
$303K – – –
FI
2960
Financial Insights
Washington
$303K +$6.11K +11 +2%
EF
2961
Entrust Financial
Pennsylvania
$302K +$293K +528 New
MWA
2962
MN Wealth Advisors
Kansas
$302K +$556 +1 +0.2%
TCM
2963
Tradewinds Capital Management
Washington
$302K +$83.4K +150 +40%
FCM
2964
Fortis Capital Management
Washington
$302K +$45K +81 +18%
SRC
2965
Sage Rhino Capital
California
$301K +$6.11K +11 +2%
CB
2966
Chris Bulman
California
$300K +$17.8K +32 +7%
FFG
2967
Fortress Financial Group
Minnesota
$300K -$9.45K -17 -3%
FWP
2968
Falcon Wealth Planning
California
$300K +$291K +523 New
SWM
2969
Shrier Wealth Management
California
$299K +$291K +523 New
CWM
2970
Cherrydale Wealth Management
New Jersey
$299K – – –
GCM
2971
Gallacher Capital Management
Colorado
$299K – – –
JBA
2972
Johnson Bixby & Associates
Washington
$298K – – –
JEST
2973
JTC Employer Solutions Trustee
Jersey
$298K – – –
SWM
2974
Shakespeare Wealth Management
Wisconsin
$298K – – –
PP
2975
Patron Partners
Texas
$298K -$78.4K -141 -21%
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119
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