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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPF
3676
Tribridge Partners Financial
Maryland
$250K – – –
EWM
3677
Elevatus Welath Management
New York
$249K +$206K +234 New
SFWC
3678
Strategic Family Wealth Counselors
New Jersey
$249K +$206K +234 New
AFWM
3679
Arta Finance Wealth Management
California
$248K +$205K +233 New
LCM
3680
Liberty Capital Management
Michigan
$248K +$205K +233 New
SIG
3681
Sky Investment Group
Connecticut
$248K +$205K +233 New
S
3682
Sachetta
Massachusetts
$247K +$29.9K +34 +17%
TWP
3683
Tempus Wealth Planning
California
$247K +$204K +232 New
AGAM
3684
Audent Global Asset Management
California
$246K +$203K +231 New
RC
3685
Randolph Company
Ohio
$246K +$203K +231 New
MWM
3686
Maltin Wealth Management
New Jersey
$245K +$202K +230 New
RWA
3687
Reicon Wealth Advisors
Georgia
$245K -$325K -370 -62%
CWM
3688
Chronos Wealth Management
Florida
$245K +$202K +230 New
HFAS
3689
Hummer Financial Advisory Services
Illinois
$245K +$202K +230 New
MFN
3690
Midwest Financial Network
Illinois
$244K +$201K +229 New
WFS
3691
WealthGarden F.S.
California
$243K +$201K +229 New
KAM
3692
Knightsbridge Asset Management
California
$243K -$70.3K -80 -26%
VWA
3693
Vistica Wealth Advisors
California
$243K +$200K +228 New
GMFG
3694
Greater Midwest Financial Group
Minnesota
$242K +$199K +227 New
AWS
3695
Aspen Wealth Strategies
Colorado
$241K +$199K +226 New
BCM
3696
Bayesian Capital Management
New York
$241K +$199K +226 New
TDB
3697
Thompson David Blair
$241K +$199K +226 New
TAFW
3698
Tred Avon Family Wealth
Maryland
$240K +$198K +225 New
SFC
3699
Summit Financial Consulting
Michigan
$240K +$198K +225 New
FFWM
3700
Future Financial Wealth Management
Ohio
$240K -$17.6K -20 -7%
146 147
148
149 150