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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
Shepherd Wealth Management
Ohio
$2.33M +$939K +2,200 +117%
ETC
1152
Exchange Traded Concepts
Oklahoma
$2.32M -$14.3M -33,432 -87%
HG
1153
Harbor Group
New Hampshire
$2.32M – – –
DFA
1154
DHJJ Financial Advisors
Illinois
$2.32M -$25.2K -59 -1%
CWP
1155
CFM Wealth Partners
Texas
$2.31M -$3.42K -8 -0.2%
TLP
1156
Trinity Legacy Partners
Texas
$2.29M +$1.28K +3 +0.1%
BHBT
1157
Burke & Herbert Bank & Trust
Virginia
$2.28M -$21.3K -50 -1%
GSEP
1158
Golden State Equity Partners
California
$2.28M +$318K +744 +18%
PCM
1159
Princeton Capital Management
New Jersey
$2.28M – – –
OAM
1160
Ostrum Asset Management
France
$2.27M -$875K -2,049 -30%
COA
1161
Crown Oak Advisors
California
$2.26M – – –
ECM
1162
Evergreen Capital Management
Washington
$2.26M +$292K +683 +17%
FRA
1163
Frank Rimerman Advisors
California
$2.26M +$199K +465 +11%
SNB
1164
Security National Bank
Nebraska
$2.26M +$305K +714 +18%
GWP
1165
Gateway Wealth Partners
Wisconsin
$2.25M +$233K +546 +13%
WOC
1166
West Oak Capital
California
$2.24M -$114K -268 -5%
JAG
1167
Journey Advisory Group
Kentucky
$2.24M -$20.5K -48 -1%
MSFS
1168
Main Street Financial Solutions
Pennsylvania
$2.24M +$568K +1,331 +40%
CFP
1169
Catalyst Financial Partners
Massachusetts
$2.24M +$23.5K +55 +1%
GPA
1170
Garrison Point Advisors
California
$2.23M -$58.5K -137 -3%
WCA
1171
Westover Capital Advisors
Delaware
$2.23M – – –
DAM
1172
Diamant Asset Management
Connecticut
$2.22M -$85.4K -200 -4%
GTAM
1173
Global Trust Asset Management
Florida
$2.22M +$20.5K +48 +1%
OAM
1174
Oak Asset Management
California
$2.22M -$617K -1,445 -24%
CA
1175
CoreCap Advisors
Michigan
$2.22M +$246K +577 +14%
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