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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3351
Ameliora Wealth Management
Switzerland
$364K – – –
RWM
3352
Rench Wealth Management
Texas
$364K – – –
MSWMA
3353
Market Street Wealth Management Advisors
Indiana
$363K +$29.9K +34 +11%
EWM
3354
Elmwood Wealth Management
California
$363K +$300K +341 New
LWMI
3355
Legacy Wealth Management (Idaho)
Idaho
$363K +$213K +242 +244%
TI
3356
tru Independence
Oregon
$361K -$73.8K -84 -20%
HC
3357
Hurley Capital
New York
$360K +$878 +1 +0.3%
DWAM
3358
Duncan Williams Asset Management
Tennessee
$360K – – –
SPAS
3359
Spectrum Planning & Advisory Services
California
$360K -$420K -478 -59%
NFG
3360
Northbridge Financial Group
Florida
$359K +$24.6K +28 +9%
OCA
3361
Odyssey Capital Advisors
Pennsylvania
$357K -$23.7K -27 -7%
FFL
3362
Financial Freedom LLC
Ohio
$357K – – –
SG
3363
Strid Group
Pennsylvania
$357K – – –
MA
3364
Macro Advisors
Pennsylvania
$356K +$878 +1 +0.3%
WCM
3365
Warburton Capital Management
Oklahoma
$356K +$11.4K +13 +4%
GWM
3366
Grand Wealth Management
Michigan
$356K -$50.1K -57 -15%
WF
3367
Whelan Financial
California
$356K +$31.6K +36 +12%
AA
3368
Advisory Advocates
Michigan
$356K +$293K +334 New
SWM
3369
Stronghold Wealth Management
Florida
$356K -$173K -197 -37%
CWP
3370
Clark Wealth Partners
Illinois
$355K +$878 +1 +0.3%
PI
3371
Pachira Investments
California
$355K -$58K -66 -17%
POIA
3372
Pin Oak Investment Advisors
Texas
$355K +$878 +1 +0.3%
GFWA
3373
Grey Fox Wealth Advisors
Delaware
$355K +$1.76K +2 +0.6%
IPW
3374
Intergy Private Wealth
Colorado
$355K +$7.03K +8 +2%
PA
3375
PFW Advisors
Georgia
$354K +$11.4K +13 +4%
133 134
135
136 137