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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
3001
Warren Street Wealth Advisors
California
$288K -$74.5K -134 -21%
PRP
3002
Peak Retirement Planning
Ohio
$288K -$1.11K -2 -0.4%
KL
3003
KWMG LLC
Kansas
$288K – – –
FCA
3004
Fortis Capital Advisors
Kansas
$288K -$46.1K -83 -14%
OL
3005
Owen LaRue
Kentucky
$287K -$6.11K -11 -2%
PAM
3006
Parvin Asset Management
South Dakota
$286K -$14.5K -26 -5%
BA
3007
Baugh & Associates
Georgia
$286K – – –
DC
3008
Dorval Corp
Minnesota
$286K – – –
JGIA
3009
Jackson Grant Investment Advisers
Connecticut
$286K – – –
LWMI
3010
Landmark Wealth Management (Illinois)
Illinois
$286K – – –
ACA
3011
Adirondack Capital Advisors
New York
$286K +$278K +500 New
MWM
3012
Maimon Wealth Management
Israel
$286K +$278K +500 New
AWA
3013
Archvest Wealth Advisors
California
$286K +$13.9K +25 +5%
OGF
3014
Orin Green Financial
California
$286K – – –
AWAP
3015
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$284K – – –
BC
3016
Brio Consultants
California
$284K +$275K +495 New
MWM
3017
MOKAN Wealth Management
Kansas
$283K +$12.8K +23 +5%
AWM
3018
Abound Wealth Management
Tennessee
$283K +$26.7K +48 +11%
EPI
3019
Eddie Patel Inc
Illinois
$283K +$274K +493 New
FWM
3020
FMB Wealth Management
California
$282K – – –
BOPW
3021
Brandywine Oak Private Wealth
Pennsylvania
$282K – – –
GCM
3022
Gladius Capital Management
Illinois
$282K +$274K +493 New
SWM
3023
Steinberganna Wealth Management
New York
$282K +$274K +493 New
DWM
3024
Ducere Wealth Management
California
$282K +$273K +492 New
MAM
3025
Marotta Asset Management
Virginia
$281K – – –
119 120
121
122 123