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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3601
Broadwater Capital
Massachusetts
$115K – – –
EP
3602
Essential Partners
California
$113K +$4.16K +6 +4%
AFC
3603
Ares Financial Consulting
California
$112K +$26.3K +38 +33%
LWM
3604
Lodestone Wealth Management
Washington
$111K -$3.46K -5 -3%
MAS
3605
MPWM Advisory Solutions
Georgia
$107K +$26.3K +38 +34%
Q1WB
3606
Quest 10 Wealth Builders
Virginia
$106K – – –
KAS
3607
Kemnay Advisory Services
New York
$106K -$25.6K -37 -20%
EFMH
3608
E Fund Management (HK)
Hong Kong
$106K +$28.4K +41 +38%
ATC
3609
Advantage Trust Company
Kansas
$105K -$13.2K -19 -11%
P
3610
Palladiem
Pennsylvania
$104K +$90K +130 +6,500%
BIM
3611
Bullseye Investment Management
Ohio
$103K – – –
UOTTAIMCU
3612
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$103K – – –
WT
3613
WHI Trust
Illinois
$101K – – –
ACA
3614
American Capital Advisory
Idaho
$99.4K +$3.46K +5 +4%
KFG
3615
Kingdom Financial Group
Arizona
$96.7K +$7.62K +11 +9%
LAS
3616
Lloyd Advisory Services
Georgia
$96.7K +$94.9K +137 New
MFT
3617
Moisand Fitzgerald Tamayo
Florida
$96.4K – – –
SR
3618
Syntax Research
Florida
$95.6K – – –
UFPG
3619
United Financial Planning Group
New York
$95.2K +$8.31K +12 +10%
MWPCG
3620
Measured Wealth Private Client Group
New Hampshire
$94.3K -$212K -306 -70%
EWP
3621
Elevation Wealth Partners
California
$92.5K +$693 +1 +0.8%
BFS
3622
Burkett Financial Services
South Carolina
$92.3K +$17.3K +25 +24%
AW
3623
Ankerstar Wealth
Texas
$90.2K +$36K +52 +69%
MCA
3624
Midwest Capital Advisors
Michigan
$88.9K – – –
PL
3625
Protective Life
Alabama
$88.6K +$86.6K +125 New
143 144
145
146 147