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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1601
Prestige Wealth Management Group
New Jersey
$393K +$13.2K +63 +4%
MA
1602
MCF Advisors
Kentucky
$391K +$368K +1,755 New
LFA
1603
Landmark Financial Advisors
Kentucky
$390K +$19.3K +92 +5%
VAM
1604
Verity Asset Management
North Carolina
$389K -$217K -1,034 -37%
PFGIA
1605
Patriot Financial Group Insurance Agency
Massachusetts
$389K -$138K -656 -27%
TTWM
1606
TCV Trust & Wealth Management
Virginia
$388K -$105K -500 -22%
SFO
1607
Stokes Family Office
Louisiana
$388K -$36.1K -172 -9%
DBT
1608
Dubuque Bank & Trust
Iowa
$388K -$28.5K -136 -7%
WFA
1609
WMG Financial Advisors
Tennessee
$388K +$364K +1,735 New
DHGWA
1610
Dixon Hughes Goodman Wealth Advisors
North Carolina
$387K +$190K +907 +109%
HCM
1611
Hutchinson Capital Management
California
$385K +$2.1K +10 +0.6%
IIC
1612
Integrated Investment Consultants
Michigan
$385K +$36.9K +176 +11%
CC
1613
Centiva Capital
New York
$383K -$1.37M -6,544 -79%
CCM
1614
Check Capital Management
California
$383K -$6.92K -33 -2%
WCM
1615
WealthBridge Capital Management
Ohio
$383K +$210 +1 +0.1%
GWANC
1616
Guardian Wealth Advisors (North Carolina)
North Carolina
$382K +$359K +1,713 New
BWM
1617
BigSur Wealth Management
Florida
$381K – – –
ARMC
1618
American Research & Management Company
Massachusetts
$380K +$1.26K +6 +0.4%
NSAM
1619
North Star Asset Management
Wisconsin
$380K +$13K +62 +4%
TSS
1620
Thomas Story & Son
Indiana
$379K -$1.76M -8,400 -83%
RSVP
1621
Ramsay Stattman Vela & Price
Colorado
$379K -$10.5K -50 -3%
TFA
1622
Trinity Financial Advisors
Ohio
$379K – – –
BCAM
1623
Boston Common Asset Management
Massachusetts
$378K -$42.4K -202 -11%
AC
1624
Addison Capital
Pennsylvania
$378K -$2.1K -10 -0.6%
PWAG
1625
Polaris Wealth Advisory Group
California
$378K +$39.6K +189 +12%
63 64
65
66 67