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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
1251
Widmann Financial Services
Maryland
$2.56M – – –
IGGA
1252
Iron Gate Global Advisors
Utah
$2.56M -$7.78K -14 -0.3%
CF
1253
Carlson Financial
Oregon
$2.56M +$2.48M +4,463 New
OWIM
1254
Old West Investment Management
California
$2.55M – – –
SCM
1255
SOL Capital Management
Maryland
$2.54M -$2.78K -5 -0.1%
WWM
1256
Western Wealth Management
Colorado
$2.54M +$191K +343 +8%
RCI
1257
RS Crum Inc
California
$2.54M – – –
RCAG
1258
Rehmann Capital Advisory Group
Michigan
$2.54M +$432K +778 +21%
FPCP
1259
Fort Point Capital Partners
California
$2.53M +$21.7K +39 +1%
IJWM
1260
Inman Jager Wealth Management
Mississippi
$2.53M -$18.3K -33 -0.7%
GPA
1261
Garrison Point Advisors
California
$2.53M -$145K -260 -6%
RB
1262
Rodgers Brothers
Pennsylvania
$2.53M -$422K -760 -15%
PWP
1263
Precedent Wealth Partners
Texas
$2.53M -$32.2K -58 -1%
VR
1264
Vision Retirement
New Jersey
$2.52M +$2.45M +4,403 New
HIMS
1265
Hager Investment Management Services
New Hampshire
$2.52M -$424K -762 -15%
BHBT
1266
Burke & Herbert Bank & Trust
Virginia
$2.52M -$211K -380 -8%
TCWM
1267
Total Clarity Wealth Management
Illinois
$2.51M +$25K +45 +1%
GFG
1268
Goldstone Financial Group
Illinois
$2.51M -$59.5K -107 -2%
CAG
1269
Csenge Advisory Group
Florida
$2.51M -$54.5K -98 -2%
RWM
1270
RKL Wealth Management
Pennsylvania
$2.51M -$5K -9 -0.2%
FTC
1271
Farmers Trust Company
Ohio
$2.51M +$74.5K +134 +3%
1NWS
1272
1 North Wealth Services
Maryland
$2.51M -$71.7K -129 -3%
SFFS
1273
Stonehage Fleming Financial Services
Jersey
$2.5M – – –
AMG
1274
Advisors Management Group
Wisconsin
$2.5M -$561K -1,009 -19%
NB
1275
Nicolet Bankshares
Wisconsin
$2.5M +$27.8K +50 +1%
49 50
51
52 53