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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1451
Nicolet Advisory Services
Wisconsin
$430K -$37.7K -182 -9%
4WM
1452
44 Wealth Management
Oregon
$429K -$49.5K -239 -11%
AFC
1453
AFT Forsyth & Company
Florida
$429K – – –
AA
1454
Advisory Alpha
Michigan
$425K -$14.3K -69 -4%
RW
1455
REDW Wealth
New Mexico
$424K – – –
WPA
1456
Winning Points Advisors
Florida
$424K – – –
WAS
1457
Wealth Advisory Solutions
Indiana
$424K +$379K +1,830 New
AF
1458
Allworth Financial
California
$423K +$93K +449 +33%
CWP
1459
Concord Wealth Partners
Virginia
$422K -$10.1K -49 -3%
IF
1460
Intrua Financial
Texas
$420K +$145K +700 +62%
MAWCM
1461
Mine & Arao Wealth Creation & Management
California
$418K -$4.97K -24 -1%
WFMPM
1462
Woodley Farra Manion Portfolio Management
Indiana
$417K +$373K +1,800 New
BWA
1463
BlueSky Wealth Advisors
North Carolina
$416K – – –
ACM
1464
AlphaStar Capital Management
North Carolina
$416K +$3.73K +18 +1%
GM
1465
GeoWealth Management
Illinois
$416K +$371K +1,792 New
GAMC
1466
Garner Asset Management Corp
Texas
$415K – – –
FSC
1467
Full Sail Capital
Oklahoma
$415K +$373K +1,800 New
CG
1468
CFO4Life Group
Texas
$414K -$25.3K -122 -6%
BWA
1469
BDO Wealth Advisors
Florida
$414K +$71K +343 +24%
HFM
1470
Harvest Fund Management
China
$414K +$94.6K +457 +34%
HWA
1471
Heritage Wealth Advisors
Virginia
$414K – – –
GBT
1472
Grove Bank & Trust
Florida
$413K +$369K +1,781 New
RWM
1473
RKL Wealth Management
Pennsylvania
$412K – – –
TNB
1474
Thomasville National Bank
Georgia
$412K +$31.1K +150 +4%
BWM
1475
Benchmark Wealth Management
Connecticut
$411K +$207 +1 +0.1%
57 58
59
60 61