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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3051
Fermata Advisors
California
$268K +$1.67K +3 +0.6%
LI
3052
LifeWealth Investments
Florida
$266K – – –
FWM
3053
Foguth Wealth Management
Michigan
$266K +$247K +445 New
KWM
3054
Kassira Wealth Management
Tennessee
$265K +$1.11K +2 +0.4%
SWG
3055
Summit Wealth Group
Vermont
$264K +$8.89K +16 +4%
DR
3056
Davis Rea
Ontario, Canada
$264K – – –
AFAS
3057
Acorn Financial Advisory Services
Virginia
$263K +$4.45K +8 +2%
AC
3058
AWM Capital
Arizona
$262K -$556 -1 -0.2%
MFG
3059
Mosaic Financial Group
Illinois
$262K +$1.11K +2 +0.4%
CMP
3060
Coston McIsaac & Partners
Maine
$262K +$61.7K +111 +32%
SF
3061
Schaeffer Financial
Maryland
$262K +$556 +1 +0.2%
HPM
3062
Hoxton Planning & Management
West Virginia
$261K +$14.5K +26 +6%
WAM
3063
Walker Asset Management
Missouri
$261K – – –
BFA
3064
Brown Financial Advisory
Alabama
$261K – – –
TFP
3065
Tilia Fiduciary Partners
North Carolina
$261K -$24.5K -44 -9%
SWP
3066
Semus Wealth Partners
Florida
$261K +$556 +1 +0.2%
OWA
3067
OakTrust Wealth Advisors
Connecticut
$260K +$252K +454 New
BFWA
3068
Benchmark Financial Wealth Advisors
Florida
$260K +$2.78K +5 +1%
RA
3069
Ruggaard & Associates
Ohio
$260K -$1.67K -3 -0.7%
AT
3070
American Trust
Kentucky
$260K -$48.4K -87 -16%
MF
3071
Magnetar Financial
Illinois
$260K +$252K +453 New
CFS
3072
Coordinated Financial Services
Colorado
$258K -$8.34K -15 -3%
MBC
3073
Michael Brady & Co
Ohio
$258K +$250K +450 New
RWFS
3074
Rayburn West Financial Services
Tennessee
$258K +$250K +450 New
DWS
3075
Discipline Wealth Solutions
South Carolina
$257K +$250K +449 New
121 122
123
124 125