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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1676
Beacon Financial Advisory
Ohio
$321K +$57.4K +285 +22%
BEW
1677
Burton Enright Welch
California
$320K +$312K +1,548 New
XT
1678
XTX Topco
Cayman Islands
$320K -$1.24M -6,136 -80%
TWM
1679
Tradition Wealth Management
Minnesota
$320K -$38.5K -191 -11%
WRM
1680
Weybosset Research & Management
Rhode Island
$320K -$10.1K -50 -3%
JSW
1681
Journey Strategic Wealth
New Jersey
$320K +$312K +1,550 New
COCM
1682
Charter Oak Capital Management
New Hampshire
$319K +$21.7K +108 +8%
WTFG
1683
Wells Trecaso Financial Group
Ohio
$319K +$55.4K +275 +22%
OA
1684
Operose Advisors
Wisconsin
$319K +$311K +1,544 New
KFA
1685
Krane Funds Advisors
New York
$318K -$245K -1,218 -44%
SSW
1686
Smith Shellnut Wilson
Mississippi
$318K +$7.85K +39 +3%
WPW
1687
Warther Private Wealth
Ohio
$318K +$309K +1,535 New
SWM
1688
Sugarloaf Wealth Management
Georgia
$316K +$201 +1 +0.1%
CNB
1689
Camden National Bank
Maine
$316K +$5.03K +25 +2%
AFG
1690
Albion Financial Group
Utah
$316K +$102K +506 +49%
WAM
1691
WNY Asset Management
New York
$315K +$2.21K +11 +0.7%
TVAMP
1692
Tennessee Valley Asset Management Partners
Tennessee
$315K +$20.3K +101 +7%
IAIM
1693
Industrial Alliance Investment Management
Quebec, Canada
$315K +$307K +1,524 New
TSWM
1694
Tyler-Stone Wealth Management
Ohio
$315K +$307K +1,524 New
GCM
1695
Graham Capital Management
Connecticut
$315K +$307K +1,527 New
CA
1696
Continuum Advisory
Idaho
$312K +$805 +4 +0.3%
FAG
1697
Fortitude Advisory Group
Washington
$312K +$304K +1,510 New
EA
1698
Echo45 Advisors
California
$311K +$302K +1,502 New
CCM
1699
Chickasaw Capital Management
Tennessee
$310K – – –
RC
1700
RBO & Co
California
$310K – – –
66 67
68
69 70