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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
3451
Atlantic Edge Private Wealth Management
Florida
$37.2K +$2.78K +5 +8%
EPIMS
3452
Evelyn Partners Investment Management Services
$36.1K – – –
KCM
3453
Key Capital Management
Tennessee
$35.5K +$34.5K +62 New
MS
3454
Monetary Solutions
Ohio
$35.1K +$33.9K +61 New
KPP
3455
Kings Path Partners
Texas
$34.9K -$97.8K -176 -74%
NWMP
3456
Noble Wealth Management PBC
Colorado
$34.4K +$19.5K +35 +140%
RWM
3457
Raffa Wealth Management
District of Columbia
$33.8K +$3.89K +7 +13%
MAM
3458
Marquette Asset Management
Minnesota
$33.2K – – –
IWM
3459
Inlight Wealth Management
Georgia
$33.2K – – –
RWM
3460
Rialto Wealth Management
New York
$32.1K +$10K +18 +47%
CFM
3461
Cornerstone Financial Management
Massachusetts
$31.5K +$30.6K +55 New
IA
3462
IFS Advisors
Kansas
$30.7K +$29.5K +53 New
HWP
3463
Highline Wealth Partners
California
$30.5K +$1.11K +2 +4%
FRA
3464
Front Row Advisors
California
$29.2K – – –
FA
3465
Financial Avengers
California
$28.8K – – –
FFA
3466
Frazier Financial Advisors
Ohio
$27.7K +$18.3K +33 +220%
TFM
3467
TFC Financial Management
Massachusetts
$27.6K – – –
TM
3468
Torren Management
California
$27.1K +$26.1K +47 New
DCM
3469
Davis Capital Management
Florida
$24.6K – – –
CFG
3470
Chapman Financial Group
Hawaii
$24.1K – – –
AP
3471
Aspect Partners
Virginia
$24.1K +$2.22K +4 +11%
DPW
3472
DiNuzzo Private Wealth
Pennsylvania
$23.5K – – –
GWM
3473
Greenline Wealth Management
Florida
$23.3K +$22.8K +41 New
HIIFS
3474
Harel Insurance Investments & Financial Services
Israel
$23K -$281K -505 -92%
FWA
3475
Flagship Wealth Advisors
Massachusetts
$22.9K -$18.3K -33 -45%
137 138
139
140 141