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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1726
Sage Mountain Advisors
Georgia
$435K +$20.1K +74 +5%
TBNY
1727
Trustco Bank (New York)
New York
$434K – – –
AMM
1728
American Money Management
California
$429K -$15.5K -57 -3%
TTWM
1729
TCV Trust & Wealth Management
Virginia
$429K – – –
BWM
1730
BNC Wealth Management
Oregon
$429K -$5.7K -21 -1%
DIA
1731
Davidson Investment Advisors
Montana
$429K – – –
MWP
1732
Meredith Wealth Planning
Illinois
$428K -$2.98K -11 -0.7%
BWM
1733
BCS Wealth Management
Tennessee
$428K +$425K +1,566 New
T
1734
TRUADVICE
Florida
$427K -$83K -306 -15%
RPWA
1735
Regent Peak Wealth Advisors
Georgia
$426K +$11.7K +43 +3%
B
1736
Bridgeworth
Alabama
$424K +$421K +1,553 New
LA
1737
LVW Advisors
New York
$424K +$42.9K +158 +11%
QFA
1738
Quantum Financial Advisors
California
$424K – – –
NW
1739
NewEdge Wealth
Pennsylvania
$423K -$11.7K -43 -3%
MCP
1740
Mirador Capital Partners
California
$423K -$1.08K -4 -0.3%
CFO
1741
Callan Family Office
Pennsylvania
$423K -$39.3K -145 -9%
SSW
1742
Smith Shellnut Wilson
Mississippi
$423K – – –
COCM
1743
Charter Oak Capital Management
New Hampshire
$422K +$543 +2 +0.1%
CCG
1744
Coastwise Capital Group
California
$422K +$110K +405 +35%
RIA
1745
Richwood Investment Advisors
Ohio
$422K – – –
PBK
1746
Peoples Bank (Kansas)
Kansas
$422K +$419K +1,544 New
CA
1747
CapWealth Advisors
Tennessee
$421K +$101K +373 +32%
SA
1748
SAM Advisors
California
$420K – – –
PFG
1749
Prosperity Financial Group
California
$420K +$25.5K +94 +7%
WFI
1750
West Family Investments
California
$420K – – –
68 69
70
71 72