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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1226
Texas Capital Bancshares
Texas
$1.17M +$259 +1 +0%
IA
1227
IAM Advisory
Pennsylvania
$1.16M -$23.6K -91 -2%
CNFG
1228
Creegan & Nassoura Financial Group
New Hampshire
$1.16M -$2.59K -10 -0.3%
FHA
1229
Flagship Harbor Advisors
Massachusetts
$1.16M +$24.1K +93 +2%
QCIG
1230
Quad-Cities Investment Group
Iowa
$1.16M +$1.04K +4 +0.1%
CW
1231
CreativeOne Wealth
Kansas
$1.15M +$174K +671 +21%
ZF
1232
Zega Financial
Florida
$1.15M +$1.01M +3,902 New
AA
1233
Advisory Alpha
Michigan
$1.15M +$18.2K +70 +2%
SNB
1234
Security National Bank
Nebraska
$1.15M – – –
MFG
1235
Merit Financial Group
Georgia
$1.15M -$1.92M -7,417 -66%
JSL
1236
JT Stratford LLC
Georgia
$1.15M +$796K +3,067 +380%
CFS
1237
CRA Financial Services
New Jersey
$1.14M – – –
PWPS
1238
Pinnacle Wealth Planning Services
Ohio
$1.14M -$20K -77 -2%
9WM
1239
9258 Wealth Management
Ohio
$1.14M +$14.3K +55 +1%
EFA
1240
Evernest Financial Advisors
Indiana
$1.13M +$995K +3,837 New
QCM
1241
Qsemble Capital Management
New York
$1.13M +$995K +3,836 New
RGF
1242
Retirement Guys Formula
Ohio
$1.13M +$135K +521 +16%
RIA
1243
Regal Investment Advisors
Michigan
$1.13M +$46.4K +179 +5%
OHIS
1244
Oak Harvest Investment Services
Texas
$1.13M -$6.57M -25,342 -87%
FCFC
1245
First Citizens Financial Corp
Iowa
$1.12M – – –
PWG
1246
Portside Wealth Group
Utah
$1.12M -$588K -2,265 -37%
UAML
1247
US Asset Management LLC
Pennsylvania
$1.11M +$977K +3,767 New
STA
1248
Summit Trail Advisors
New York
$1.11M -$103K -396 -10%
MAM
1249
Martingale Asset Management
Massachusetts
$1.11M +$700K +2,697 +254%
DFG
1250
Delta Financial Group
New Jersey
$1.11M +$52.4K +202 +6%
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