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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1651
Wendell David Associates
New Hampshire
$396K -$6.31K -29 -2%
FBC
1652
Fairfield, Bush & Co
Connecticut
$396K +$7.18K +33 +2%
EFH
1653
Eaton Financial Holdings
Florida
$396K +$359K +1,651 New
THWM
1654
Taylor Hoffman Wealth Management
Virginia
$395K -$152K -698 -30%
RPWA
1655
Regent Peak Wealth Advisors
Georgia
$394K +$2.61K +12 +0.7%
BWP
1656
Balboa Wealth Partners
Arizona
$393K +$78.6K +361 +28%
DWP
1657
Daymark Wealth Partners
Ohio
$393K +$357K +1,639 New
BWM
1658
BNC Wealth Management
Oregon
$391K -$3.27K -15 -0.9%
BW
1659
Bison Wealth
Georgia
$391K – – –
RWM
1660
RKL Wealth Management
Pennsylvania
$390K +$21.8K +100 +7%
SFO
1661
Stokes Family Office
Louisiana
$389K +$3.48K +16 +1%
NRC
1662
New Republic Capital
North Carolina
$389K +$354K +1,625 New
MIP
1663
Marietta Investment Partners
Wisconsin
$389K +$70.5K +324 +25%
PCM
1664
Penserra Capital Management
California
$389K +$355K +1,630 New
AMM
1665
American Money Management
California
$389K -$50.7K -233 -13%
FPGK
1666
Financial Partners Group (Kansas)
Kansas
$387K +$37.7K +173 +12%
BRA
1667
Bender Robert & Associates
California
$387K – – –
SC
1668
Stephens Consulting
Michigan
$387K -$21.8K -100 -6%
WPC
1669
Waters Parkerson & Co
Louisiana
$386K -$21.8K -100 -6%
CNB
1670
Camden National Bank
Maine
$386K – – –
IIC
1671
Integrated Investment Consultants
Michigan
$385K +$56.8K +261 +19%
VBFG
1672
Vishria Bird Financial Group
Tennessee
$385K – – –
IAS
1673
Insigneo Advisory Services
Florida
$385K +$350K +1,609 New
SWMG
1674
Sanchez Wealth Management Group
Florida
$385K +$1.74K +8 +0.5%
WA
1675
Wealth Alliance
New York
$385K -$4.79K -22 -1%
65 66
67
68 69