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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
3226
Madrona Financial Services
Washington
$215K +$208K +375 New
MIM
3227
Moseley Investment Management
Florida
$214K +$208K +374 New
MWP
3228
Meridian Wealth Partners
Pennsylvania
$214K +$208K +374 New
SLA
3229
Silver Lake Advisory
Utah
$214K +$207K +373 New
HDA
3230
Harold Davidson & Associates
California
$214K +$207K +373 New
HIP
3231
Harrell Investment Partners
Texas
$214K +$207K +373 New
WA
3232
WP Advisors
California
$213K +$207K +373 New
VWA
3233
VSM Wealth Advisory
Maryland
$213K -$16.7K -30 -7%
PAG
3234
Powers Advisory Group
Illinois
$213K +$207K +372 New
SWA
3235
Strata Wealth Advisors
Texas
$213K +$207K +372 New
QWM
3236
Quaker Wealth Management
New Jersey
$213K +$9.45K +17 +5%
SFP
3237
Sterling Financial Planning
New Jersey
$213K +$206K +371 New
MWM
3238
Mascagni Wealth Management
Mississippi
$212K +$206K +370 New
BWM
3239
BCO Wealth Management
New Mexico
$212K +$206K +370 New
BAM
3240
Broyhill Asset Management
North Carolina
$212K +$206K +370 New
NL
3241
Navalign LLC
California
$212K +$206K +370 New
SRS
3242
Strong Retirement Solutions
Washington
$212K +$206K +370 New
SDAM
3243
Shulman DeMeo Asset Management
New York
$212K -$34.5K -62 -14%
ACM
3244
Allred Capital Management
Texas
$211K +$205K +369 New
RA
3245
Riversedge Advisors
Delaware
$211K +$205K +369 New
W
3246
Wealthquest
Ohio
$211K +$205K +369 New
EF
3247
Exeter Financial
Arizona
$211K +$205K +369 New
AAS
3248
Asset Allocation Strategies
Michigan
$210K +$204K +367 New
TWM
3249
Topsail Wealth Management
North Carolina
$210K +$203K +366 New
CFG
3250
Carter Financial Group
Illinois
$210K +$203K +366 New
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130
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