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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1726
Inscription Capital
Texas
$979K +$47.8K +112 +6%
VC
1727
Veracity Capital
Georgia
$979K -$17.9K -42 -2%
SFG
1728
Sovereign Financial Group
Connecticut
$978K +$20.5K +48 +2%
WAG
1729
Winthrop Advisory Group
Massachusetts
$977K +$1.28K +3 +0.1%
AWM
1730
Aprio Wealth Management
Georgia
$973K +$102K +240 +13%
BFA
1731
Beacon Financial Advisory
Ohio
$970K -$13.2K -31 -2%
NCM
1732
NCM Capital Management
New Jersey
$969K – – –
VT
1733
Volterra Technologies
New York
$968K +$766K +1,794 +763%
CWM
1734
Cahaba Wealth Management
Georgia
$968K -$35.4K -83 -4%
6F
1735
626 Financial
Michigan
$966K -$3.42K -8 -0.4%
TF
1736
Tompkins Financial
New York
$963K – – –
JWM
1737
Jacksonville Wealth Management
Florida
$962K +$427 +1 +0%
ACM
1738
Arcataur Capital Management
Wisconsin
$959K +$196K +458 +30%
HAS
1739
HBW Advisory Services
California
$958K +$479K +1,121 +126%
SAG
1740
SageView Advisory Group
California
$956K +$228K +534 +36%
SC
1741
Saybrook Capital
North Carolina
$954K – – –
WKWM
1742
Walter & Keenan Wealth Management
Indiana
$954K +$3.84K +9 +0.5%
PMWMG
1743
Parr McKnight Wealth Management Group
Minnesota
$952K -$12.8K -30 -1%
S
1744
SimplyRich
California
$952K – – –
BWM
1745
Base Wealth Management
Florida
$949K +$113K +265 +15%
BCG
1746
Breakwater Capital Group
New Jersey
$948K +$31.2K +73 +4%
JCM
1747
J2 Capital Management
Michigan
$948K +$41K +96 +5%
SWP
1748
Summit Wealth Partners
Florida
$946K – – –
3IP
1749
3Chopt Investment Partners
Virginia
$946K +$5.12K +12 +0.6%
RWP
1750
Ridgecrest Wealth Partners
California
$945K – – –
68 69
70
71 72