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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1501
PDS Planning
Ohio
$1.11M +$107K +321 +13%
CFGW
1502
Chancellor Financial Group WB
Pennsylvania
$1.11M +$1.67K +5 +0.2%
RFG
1503
RFP Financial Group
Georgia
$1.11M – – –
AA
1504
Ancora Advisors
Ohio
$1.11M -$34.7K -104 -4%
DE
1505
Diversified Enterprises
Delaware
$1.11M +$101K +303 +12%
AFO
1506
Arrowroot Family Office
California
$1.11M +$953K +2,859 New
WDL
1507
Well Done LLC
Michigan
$1.11M -$24K -72 -2%
JWBC
1508
J.W. Burns & Co
New York
$1.11M +$150K +450 +19%
SAM
1509
Sawgrass Asset Management
Florida
$1.11M -$21.7K -65 -2%
GCM
1510
GKV Capital Management
California
$1.11M -$127K -380 -12%
TF
1511
Tudor Financial
Ohio
$1.1M -$2.67K -8 -0.3%
CPIG
1512
Chicago Partners Investment Group
Illinois
$1.1M +$27K +81 +3%
VWA
1513
Visionary Wealth Advisors
Illinois
$1.1M +$93.3K +280 +11%
GWAG
1514
Garrett Wealth Advisory Group
Texas
$1.1M +$26.7K +80 +3%
QWP
1515
Quotient Wealth Partners
Texas
$1.1M +$140K +420 +17%
BI
1516
Ballast Inc
Kentucky
$1.1M -$333 -1 -0%
SSA
1517
Sierra Summit Advisors
Nevada
$1.09M +$934K +2,803 New
PC
1518
Peavine Capital
Nevada
$1.09M – – –
OWP
1519
ORG Wealth Partners
Texas
$1.09M +$425K +1,274 +85%
FFO
1520
Fiduciary Family Office
Florida
$1.09M -$63.3K -190 -6%
KA
1521
KLCM Advisors
Wisconsin
$1.09M +$7K +21 +0.8%
VIG
1522
Vienna Insurance Group
Poland
$1.09M +$31.3K +94 +3%
TCB
1523
Texas Capital Bancshares
Texas
$1.09M -$667 -2 -0.1%
FSWA
1524
Financial Synergies Wealth Advisors
Texas
$1.08M +$931K +2,794 New
PL
1525
Plancorp LLC
Missouri
$1.08M +$62.7K +188 +7%
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