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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
3401
Ares Financial Consulting
California
$65.9K +$63.9K +115 New
MAS
3402
MPWM Advisory Solutions
Georgia
$64.8K +$7.78K +14 +14%
VWA
3403
Valued Wealth Advisors
Utah
$63.9K +$15K +27 +32%
CG
3404
Curat Global
New Hampshire
$63K – – –
IAG
3405
Innovative Advisory Group
Massachusetts
$63K – – –
DSC
3406
Daytona Street Capital
Missouri
$63K +$61.1K +110 New
BAM
3407
Bellevue Asset Management
Washington
$60.9K – – –
BFS
3408
Burkett Financial Services
South Carolina
$60.2K +$16.7K +30 +40%
BFP
3409
Birchwood Financial Partners
Minnesota
$60.2K +$58.4K +105 New
HHMI
3410
Howard Hughes Medical Institute
Maryland
$57.9K – – –
FMP
3411
Financial Management Professionals
Texas
$57.3K -$40K -72 -42%
AFG
3412
Albion Financial Group
Utah
$57.3K – – –
FDW
3413
Fourth Dimension Wealth
Ohio
$57.3K – – –
KB
3414
Kimelman & Baird
New York
$57.3K – – –
RS
3415
Rakuten Securities
Japan
$57.3K +$15.6K +28 +39%
AIS
3416
Advocate Investing Services
Maryland
$57.3K +$55.6K +100 New
BFS
3417
Beacon Financial Strategies
North Carolina
$57.3K +$55.6K +100 New
CC
3418
Corsicana & Co
Texas
$56.7K – – –
KG
3419
Kilter Group
New York
$55.6K +$10K +18 +23%
RWS
3420
Retirement Wealth Solutions
Wisconsin
$55.3K – – –
NSG
3421
Nalls Sherbakoff Group
Tennessee
$55.1K – – –
CFS
3422
Compass Financial Services
Iowa
$54.3K – – –
CJ
3423
Caitlin John
Michigan
$53.3K -$425K -765 -89%
DWM
3424
Dogwood Wealth Management
Kansas
$53.3K +$21.1K +38 +69%
OCM
3425
Osterweis Capital Management
California
$52.1K +$50.6K +91 New
135 136
137
138 139