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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
1726
New Century Financial Group
New Jersey
$513K +$450K +1,735 New
EWM
1727
Evermay Wealth Management
Virginia
$512K +$2.33K +9 +0.5%
MA
1728
MCF Advisors
Kentucky
$510K +$15.3K +59 +4%
DAM
1729
Derbend Asset Management
Georgia
$508K -$129K -499 -23%
CCG
1730
Coastwise Capital Group
California
$508K +$44.1K +170 +11%
CCM
1731
Check Capital Management
California
$508K – – –
PWM
1732
PBMares Wealth Management
Virginia
$506K +$104K +400 +31%
RMAM
1733
Raab & Moskowitz Asset Management
New Jersey
$506K -$51.9K -200 -10%
SMWM
1734
Silvia McColl Wealth Management
California
$504K – – –
TSS
1735
Thomas Story & Son
Indiana
$503K – – –
TFA
1736
Trinity Financial Advisors
Ohio
$503K – – –
BCG
1737
Breakwater Capital Group
New Jersey
$503K +$19.5K +75 +5%
MCWA
1738
Meadow Creek Wealth Advisors
Georgia
$502K +$441K +1,699 New
YIA
1739
YHB Investment Advisors
Connecticut
$500K +$259 +1 +0.1%
JWM
1740
Jeppson Wealth Management
California
$500K – – –
SWP
1741
Summit Wealth Partners
Florida
$498K – – –
IPW
1742
Impact Partnership Wealth
Georgia
$498K +$271K +1,046 +164%
FC
1743
Forte Capital
New York
$497K +$71.6K +276 +20%
AI
1744
AdvisorShares Investments
Maryland
$497K +$82.2K +317 +23%
HCM
1745
Hollencrest Capital Management
California
$496K +$54.5K +210 +14%
KWM
1746
Kaydan Wealth Management
Michigan
$496K – – –
EFG
1747
Everhart Financial Group
Ohio
$496K -$9.34K -36 -2%
VAM
1748
Verity Asset Management
North Carolina
$494K +$259 +1 +0.1%
CFO
1749
Callan Family Office
Pennsylvania
$494K +$31.6K +122 +8%
CA
1750
Cornerstone Advisory
Maryland
$493K +$71.6K +276 +20%
68 69
70
71 72