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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1251
Carlson Financial
Oregon
$2.56M +$2.48M +4,463 New
OWIM
1252
Old West Investment Management
California
$2.55M – – –
SCM
1253
SOL Capital Management
Maryland
$2.54M -$2.78K -5 -0.1%
WWM
1254
Western Wealth Management
Colorado
$2.54M +$191K +343 +8%
RCI
1255
RS Crum Inc
California
$2.54M – – –
RCAG
1256
Rehmann Capital Advisory Group
Michigan
$2.54M +$432K +778 +21%
FPCP
1257
Fort Point Capital Partners
California
$2.53M +$21.7K +39 +1%
IJWM
1258
Inman Jager Wealth Management
Mississippi
$2.53M -$18.3K -33 -0.7%
GPA
1259
Garrison Point Advisors
California
$2.53M -$145K -260 -6%
RB
1260
Rodgers Brothers
Pennsylvania
$2.53M -$422K -760 -15%
PWP
1261
Precedent Wealth Partners
Texas
$2.53M -$32.2K -58 -1%
VR
1262
Vision Retirement
New Jersey
$2.52M +$2.45M +4,403 New
HIMS
1263
Hager Investment Management Services
New Hampshire
$2.52M -$424K -762 -15%
BHBT
1264
Burke & Herbert Bank & Trust
Virginia
$2.52M -$211K -380 -8%
TCWM
1265
Total Clarity Wealth Management
Illinois
$2.51M +$25K +45 +1%
GFG
1266
Goldstone Financial Group
Illinois
$2.51M -$59.5K -107 -2%
CAG
1267
Csenge Advisory Group
Florida
$2.51M -$54.5K -98 -2%
RWM
1268
RKL Wealth Management
Pennsylvania
$2.51M -$5K -9 -0.2%
FTC
1269
Farmers Trust Company
Ohio
$2.51M +$74.5K +134 +3%
1NWS
1270
1 North Wealth Services
Maryland
$2.51M -$71.7K -129 -3%
SFFS
1271
Stonehage Fleming Financial Services
Jersey
$2.5M – – –
AMG
1272
Advisors Management Group
Wisconsin
$2.5M -$561K -1,009 -19%
NB
1273
Nicolet Bankshares
Wisconsin
$2.5M +$27.8K +50 +1%
BCG
1274
BayBridge Capital Group
California
$2.5M -$14.5K -26 -0.6%
AWE
1275
Avidian Wealth Enterprises
Texas
$2.49M +$78.9K +142 +3%
49 50
51
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