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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
3026
Roble Belko & Company
Pennsylvania
$65K +$11.1K +26 +23%
MFT
3027
Moisand Fitzgerald Tamayo
Florida
$64.9K – – –
SR
3028
Syntax Research
Florida
$64.4K – – –
MEG
3029
Millstone Evans Group
Colorado
$63.9K – – –
GA
3030
GoalVest Advisory
New York
$63.5K – – –
EWP
3031
Elevation Wealth Partners
California
$62.1K +$11.5K +27 +26%
RWA
3032
Redmont Wealth Advisors
Illinois
$61.6K – – –
PPC
3033
Park Place Capital
Alabama
$59.2K – – –
RF
3034
Robinswood Financial
Washington
$59.2K – – –
HHGA
3035
Halbert Hargrove Global Advisors
California
$58.4K +$20.5K +48 +65%
PA
3036
Pineridge Advisors
Missouri
$55.8K – – –
EP
3037
Essential Partners
California
$54.4K +$24.3K +57 +100%
CG
3038
Curat Global
New Hampshire
$52.5K – – –
CIAS
3039
CBIZ Investment Advisory Services
Ohio
$51.1K +$3.84K +9 +9%
BAM
3040
Bellevue Asset Management
Washington
$50.7K – – –
EPW
3041
Evergreen Private Wealth
Colorado
$49.6K +$4.27K +10 +11%
WFA
3042
West Financial Advisors
Iowa
$49.1K – – –
NCM
3043
Northwest Capital Management
Oregon
$48.4K – – –
HHMI
3044
Howard Hughes Medical Institute
Maryland
$48.2K -$854 -2 -2%
AFG
3045
Albion Financial Group
Utah
$47.7K – – –
FDW
3046
Fourth Dimension Wealth
Ohio
$47.7K – – –
KB
3047
Kimelman & Baird
New York
$47.7K – – –
MAS
3048
MPWM Advisory Solutions
Georgia
$47.2K – – –
CC
3049
Corsicana & Co
Texas
$47.2K +$42.3K +99 New
RWS
3050
Retirement Wealth Solutions
Wisconsin
$46.1K – – –
120 121
122
123 124