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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
4026
Golden State Equity Partners
California
$17K -$7.06M -8,038 -100%
CCMR
4027
Core Capital Management & Research
Texas
$16.2K +$17.6K +20 New
RGC
4028
Regents Gate Capital
United Kingdom
$16K -$21.9M -24,935 -100%
MAFA
4029
MJT & Associates Financial Advisory
Minnesota
$14.9K – – –
PSFG
4030
Park Square Financial Group
Georgia
$13.8K -$2.63K -3 -19%
FW
4031
Fairway Wealth
Ohio
$12.8K -$575K -654 -98%
PS
4032
PayPay Securities
Japan
$12.8K – – –
HIW
4033
Holos Integrated Wealth
Pennsylvania
$12.2K – – –
SA
4034
Strategic Advocates
Utah
$11.7K +$7.91K +9 +450%
SNBOSD
4035
Security National Bank of So Dak
Iowa
$10.6K -$439K -500 -98%
CG
4036
Curat Global
New Hampshire
$10.6K – – –
FAI
4037
Fiduciary Advisors Inc
Missouri
$10.6K +$8.79K +10 New
CNBT
4038
Cornerstone National Bank & Trust
Illinois
$8.92K – – –
GWM
4039
Gilpin Wealth Management
Colorado
$8.52K – – –
ICM
4040
Islay Capital Management
Texas
$8.52K -$878 -1 -11%
BWM
4041
Benson Wealth Management
Tennessee
$8.52K – – –
BA
4042
Bard Associates
Illinois
$7.46K +$6.15K +7 New
WA
4043
Whipplewood Advisors
Colorado
$7.45K -$43.9K -50 -88%
ICCON
4044
Investment Counsel Company of Nevada
Nevada
$6.39K +$5.27K +6 New
CCMW
4045
Cypress Capital Management (Wyoming)
Wyoming
$6.39K – – –
RWPA
4046
Richard W. Paul & Associates
Michigan
$6.39K – – –
FGC
4047
Financial Gravity Companies
Texas
$6.39K +$5.27K +6 New
NWM
4048
Navigoe Wealth Management
California
$6K +$5.27K +6 New
TM
4049
Torren Management
California
$5.46K – – –
GCS
4050
Gordian Capital (Singapore)
Singapore
$5.33K -$347K -395 -99%
160 161
162
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