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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
1301
Texas Yale Capital Corp
Florida
$1.84M +$54.2K +127 +3%
PWG
1302
Portside Wealth Group
Utah
$1.83M -$316K -741 -16%
BAM
1303
Byrne Asset Management
New Jersey
$1.83M -$45.7K -107 -3%
IRAG
1304
Investment Research & Advisory Group
Georgia
$1.83M +$1.62M +3,785 +10,814%
SB
1305
Strategic Blueprint
Georgia
$1.83M +$69.2K +162 +4%
CV
1306
Counterweight Ventures
North Carolina
$1.82M -$183K -428 -10%
SC
1307
SouthState Corp
Florida
$1.82M -$105K -246 -6%
SCM
1308
Sterling Capital Management
North Carolina
$1.82M -$158K -371 -9%
SFG
1309
SNS Financial Group
Minnesota
$1.81M +$20.5K +48 +1%
PCG
1310
Prosperity Consulting Group
Maryland
$1.81M +$246K +577 +18%
SRA
1311
Secured Retirement Advisors
Minnesota
$1.81M -$89.2K -209 -5%
WEG
1312
World Equity Group
Illinois
$1.81M +$44.4K +104 +3%
EW
1313
Evoke Wealth
California
$1.81M +$143K +334 +10%
PMSA
1314
Patrick M. Sweeney & Associates
Illinois
$1.81M – – –
CIM
1315
CIM Investment Management
Pennsylvania
$1.81M -$1.66M -3,879 -51%
CNFG
1316
Creegan & Nassoura Financial Group
New Hampshire
$1.8M – – –
CFG
1317
Copley Financial Group
California
$1.8M – – –
LF
1318
Lantz Financial
Illinois
$1.8M +$161K +378 +11%
NQWM
1319
Northwest Quadrant Wealth Management
Oregon
$1.8M -$38K -89 -2%
SFA
1320
Souders Financial Advisors
Ohio
$1.8M -$87.5K -205 -5%
RP
1321
Rice Partnership
Hawaii
$1.8M -$61.9K -145 -4%
AWMT
1322
AAFMAA Wealth Management & Trust
North Carolina
$1.8M -$83.7K -196 -5%
RT
1323
Rockland Trust
Massachusetts
$1.8M – – –
TFA
1324
Transamerica Financial Advisors
Florida
$1.79M -$153K -359 -9%
QCIG
1325
Quad-Cities Investment Group
Iowa
$1.78M +$28.2K +66 +2%
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