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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DR
3701
Davis Rea
Ontario, Canada
$250K +$206K +235 New
MFC
3702
Morris Financial Concepts
South Carolina
$250K +$206K +235 New
PHWM
3703
Palatine Hill Wealth Management
Michigan
$250K +$206K +235 New
SC
3704
Schiavi & Co
Delaware
$250K +$206K +235 New
TPF
3705
Tribridge Partners Financial
Maryland
$250K – – –
EWM
3706
Elevatus Welath Management
New York
$249K +$206K +234 New
SFWC
3707
Strategic Family Wealth Counselors
New Jersey
$249K +$206K +234 New
AFWM
3708
Arta Finance Wealth Management
California
$248K +$205K +233 New
LCM
3709
Liberty Capital Management
Michigan
$248K +$205K +233 New
SIG
3710
Sky Investment Group
Connecticut
$248K +$205K +233 New
S
3711
Sachetta
Massachusetts
$247K +$29.9K +34 +17%
TWP
3712
Tempus Wealth Planning
California
$247K +$204K +232 New
AGAM
3713
Audent Global Asset Management
California
$246K +$203K +231 New
RC
3714
Randolph Company
Ohio
$246K +$203K +231 New
MWM
3715
Maltin Wealth Management
New Jersey
$245K +$202K +230 New
RWA
3716
Reicon Wealth Advisors
Georgia
$245K -$325K -370 -62%
CWM
3717
Chronos Wealth Management
Florida
$245K +$202K +230 New
HFAS
3718
Hummer Financial Advisory Services
Illinois
$245K +$202K +230 New
MFN
3719
Midwest Financial Network
Illinois
$244K +$201K +229 New
WFS
3720
WealthGarden F.S.
California
$243K +$201K +229 New
KAM
3721
Knightsbridge Asset Management
California
$243K -$70.3K -80 -26%
VWA
3722
Vistica Wealth Advisors
California
$243K +$200K +228 New
GMFG
3723
Greater Midwest Financial Group
Minnesota
$242K +$199K +227 New
AWS
3724
Aspen Wealth Strategies
Colorado
$241K +$199K +226 New
BCM
3725
Bayesian Capital Management
New York
$241K +$199K +226 New
147 148
149
150 151