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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
3226
Powers Advisory Group
Illinois
$213K +$207K +372 New
SWA
3227
Strata Wealth Advisors
Texas
$213K +$207K +372 New
QWM
3228
Quaker Wealth Management
New Jersey
$213K +$9.45K +17 +5%
SFP
3229
Sterling Financial Planning
New Jersey
$213K +$206K +371 New
MWM
3230
Mascagni Wealth Management
Mississippi
$212K +$206K +370 New
BWM
3231
BCO Wealth Management
New Mexico
$212K +$206K +370 New
BAM
3232
Broyhill Asset Management
North Carolina
$212K +$206K +370 New
NL
3233
Navalign LLC
California
$212K +$206K +370 New
SRS
3234
Strong Retirement Solutions
Washington
$212K +$206K +370 New
SDAM
3235
Shulman DeMeo Asset Management
New York
$212K -$34.5K -62 -14%
ACM
3236
Allred Capital Management
Texas
$211K +$205K +369 New
RA
3237
Riversedge Advisors
Delaware
$211K +$205K +369 New
W
3238
Wealthquest
Ohio
$211K +$205K +369 New
EF
3239
Exeter Financial
Arizona
$211K +$205K +369 New
AAS
3240
Asset Allocation Strategies
Michigan
$210K +$204K +367 New
TWM
3241
Topsail Wealth Management
North Carolina
$210K +$203K +366 New
CFG
3242
Carter Financial Group
Illinois
$210K +$203K +366 New
LBC
3243
Lane Brothers & Co
Arizona
$209K +$203K +365 New
OWA
3244
Outlook Wealth Advisors
Texas
$209K +$203K +365 New
MAM
3245
MMA Asset Management
Pennsylvania
$209K -$42.2K -76 -17%
CFFP
3246
Center for Financial Planning
Michigan
$209K +$7.78K +14 +4%
WAS
3247
Wealth Advisory Solutions
Indiana
$209K +$202K +364 New
SA
3248
Sylvest Advisors
Texas
$208K -$186K -335 -48%
IW
3249
Instrumental Wealth
Florida
$208K +$153K +276 New
BWG
3250
Boomfish Wealth Group
Georgia
$207K -$133K -239 -40%
128 129
130
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