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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
3001
Silicon Valley Capital Partners
California
$91.3K +$17.5K +41 +27%
NECFA
3002
New England Capital Financial Advisors
Connecticut
$90.3K – – –
TCM
3003
TruNorth Capital Management
Michigan
$90.2K – – –
PWM
3004
Proathlete Wealth Management
Florida
$89.8K -$1.71K -4 -2%
AFWM
3005
Abich Financial Wealth Management
Virginia
$87.8K +$78.6K +184 New
FCMT
3006
Founders Capital Management (Texas)
Texas
$85.9K – – –
AWM
3007
Activest Wealth Management
Florida
$84.5K +$21.8K +51 +40%
FMP
3008
Financial Management Professionals
Texas
$82.1K -$1.28K -3 -2%
SIS
3009
Strategic Investment Solutions
Illinois
$80.2K -$136K -318 -65%
CFS
3010
CGC Financial Services
Oregon
$79.2K – – –
MDCM
3011
Morgan Dempsey Capital Management
Wisconsin
$78.7K -$6.4K -15 -8%
HNW
3012
High Note Wealth
Minnesota
$78.3K +$854 +2 +1%
RFS
3013
Richardson Financial Services
Massachusetts
$76.8K +$19.6K +46 +40%
TC
3014
Tacita Capital
Ontario, Canada
$75.9K – – –
Q1WB
3015
Quest 10 Wealth Builders
Virginia
$75.4K +$3.84K +9 +6%
BDL
3016
Banque de Luxembourg
Luxembourg
$75.4K +$427 +1 +0.6%
MCA
3017
Midwest Capital Advisors
Michigan
$72.8K +$427 +1 +0.7%
MSFP
3018
Mark Sheptoff Financial Planning
Connecticut
$72.5K – – –
PWMG
3019
Private Wealth Management Group
New Jersey
$71.1K -$854 -2 -1%
IAS
3020
IMA Advisory Services
Colorado
$70.6K +$427 +1 +0.7%
RWM
3021
RMG Wealth Management
Wisconsin
$69.9K – – –
UOTTAIMCU
3022
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$69.2K – – –
GA
3023
Guerra Advisors
Florida
$67.8K +$60.6K +142 New
SAM
3024
Strive Asset Management
Ohio
$65.8K +$58.9K +138 New
CIA
3025
Cape Investment Advisory
Georgia
$65.4K -$134K -315 -70%
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121
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