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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3251
Rodgers & Associates
Pennsylvania
$282K -$5.54K -8 -2%
JLBC
3252
J.L. Bainbridge & Co
Florida
$281K -$15.2K -22 -5%
CFG
3253
Compton Financial Group
Maryland
$281K +$7.62K +11 +3%
MIM
3254
Moseley Investment Management
Florida
$281K +$15.2K +22 +6%
VFP
3255
Vilga Financial Planning
New Jersey
$281K -$27.7K -40 -9%
JGUA
3256
John G. Ullman & Associates
New York
$281K +$274K +396 New
FGA
3257
Fortis Group Advisors
New Jersey
$280K +$249K +359 +970%
WIA
3258
Wealthedge Investment Advisors
New York
$280K +$1.39K +2 +0.5%
BWM
3259
Buska Wealth Management
Wisconsin
$279K – – –
GPWA
3260
Great Point Wealth Advisors
Massachusetts
$279K -$18K -26 -6%
JC
3261
JM2 Capital
Oklahoma
$278K +$7.62K +11 +3%
MIC
3262
Meridian Investment Counsel
California
$278K – – –
NL
3263
NDWM LLC
California
$278K – – –
AIA
3264
AIMZ Investment Advisors
California
$277K – – –
FDDB
3265
Fidelity D&D Bancorp
Pennsylvania
$277K – – –
GWM
3266
Grand Wealth Management
Michigan
$277K +$271K +391 New
BI
3267
Bolthouse Investments
California
$277K – – –
TPBG
3268
Turning Point Benefit Group
Maryland
$276K +$15.9K +23 +6%
AWA
3269
Archvest Wealth Advisors
California
$276K -$76.2K -110 -22%
HFO
3270
Heritage Family Offices
Arizona
$276K +$269K +389 New
OCWP
3271
Owl Creek Wealth Partners
Colorado
$276K +$269K +389 New
OFO
3272
OneAscent Family Office
Alabama
$275K +$269K +388 New
CFSG
3273
Community Financial Services Group
Vermont
$274K +$260K +375 New
ACM
3274
Allred Capital Management
Texas
$273K +$11.8K +17 +5%
MWP
3275
Meridian Wealth Partners
Pennsylvania
$273K +$8.31K +12 +3%
129 130
131
132 133