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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1751
Centurion Wealth Management
Virginia
$656K – – –
WFAG
1752
Worth Financial Advisory Group
North Carolina
$656K -$66.3K -186 -9%
SFG
1753
Sovereign Financial Group
Connecticut
$655K +$67.3K +189 +11%
RWP
1754
Ridgecrest Wealth Partners
California
$654K – – –
DFG
1755
Delta Financial Group
New Jersey
$654K -$4.63K -13 -0.7%
JHCP
1756
Jackson Hole Capital Partners
Oklahoma
$654K +$706K +1,983 New
CAM
1757
Close Asset Management
United Kingdom
$653K -$79.4K -223 -10%
MW
1758
MBL Wealth
North Carolina
$653K +$32.8K +92 +5%
BFA
1759
Beacon Financial Advisory
Ohio
$653K +$7.84K +22 +1%
OHWA
1760
Oak Hill Wealth Advisors
Virginia
$649K +$17.8K +50 +3%
OWP
1761
Obermeyer Wealth Partners
Colorado
$649K +$464K +1,304 +196%
EM
1762
Excalibur Management
Massachusetts
$648K +$18.5K +52 +3%
RWM
1763
Revisor Wealth Management
Ohio
$648K +$391K +1,099 +127%
AWM
1764
Aprio Wealth Management
Georgia
$646K +$23.2K +65 +3%
UBG
1765
United Bank (Georgia)
Georgia
$646K +$5.7K +16 +0.8%
FFB
1766
First Financial Bankshares
Texas
$645K -$20.3K -57 -3%
BWP
1767
Baldwin Wealth Partners
Massachusetts
$645K +$10.7K +30 +2%
BFA
1768
Beaumont Financial Advisors
Massachusetts
$644K -$9.62K -27 -1%
LC
1769
LCNB Corp
Ohio
$643K -$9.26K -26 -1%
BWA
1770
BlueSky Wealth Advisors
North Carolina
$640K – – –
HGWM
1771
Horst & Graben Wealth Management
Oregon
$640K +$6.41K +18 +0.9%
GAA
1772
Guardian Asset Advisors
Pennsylvania
$640K +$11K +31 +2%
RCM
1773
Raleigh Capital Management
North Carolina
$634K -$452K -1,269 -40%
WFMPM
1774
Woodley Farra Manion Portfolio Management
Indiana
$634K +$8.55K +24 +1%
DWM
1775
Dogwood Wealth Management
Kansas
$633K +$78.7K +221 +13%
69 70
71
72 73