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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1751
Saybrook Capital
North Carolina
$660K – – –
SIC
1752
Shoker Investment Counsel
Ohio
$659K +$2.49K +7 +0.4%
S
1753
SimplyRich
California
$658K – – –
CWM
1754
Centurion Wealth Management
Virginia
$656K – – –
WFAG
1755
Worth Financial Advisory Group
North Carolina
$656K -$66.3K -186 -9%
SFG
1756
Sovereign Financial Group
Connecticut
$655K +$67.3K +189 +11%
RWP
1757
Ridgecrest Wealth Partners
California
$654K – – –
DFG
1758
Delta Financial Group
New Jersey
$654K -$4.63K -13 -0.7%
JHCP
1759
Jackson Hole Capital Partners
Oklahoma
$654K +$706K +1,983 New
CAM
1760
Close Asset Management
United Kingdom
$653K -$79.4K -223 -10%
MW
1761
MBL Wealth
North Carolina
$653K +$32.8K +92 +5%
BFA
1762
Beacon Financial Advisory
Ohio
$653K +$7.84K +22 +1%
OHWA
1763
Oak Hill Wealth Advisors
Virginia
$649K +$17.8K +50 +3%
OWP
1764
Obermeyer Wealth Partners
Colorado
$649K +$464K +1,304 +196%
EM
1765
Excalibur Management
Massachusetts
$648K +$18.5K +52 +3%
RWM
1766
Revisor Wealth Management
Ohio
$648K +$391K +1,099 +127%
AWM
1767
Aprio Wealth Management
Georgia
$646K +$23.2K +65 +3%
UBG
1768
United Bank (Georgia)
Georgia
$646K +$5.7K +16 +0.8%
FFB
1769
First Financial Bankshares
Texas
$645K -$20.3K -57 -3%
BWP
1770
Baldwin Wealth Partners
Massachusetts
$645K +$10.7K +30 +2%
BFA
1771
Beaumont Financial Advisors
Massachusetts
$644K -$9.62K -27 -1%
LC
1772
LCNB Corp
Ohio
$643K -$9.26K -26 -1%
BWA
1773
BlueSky Wealth Advisors
North Carolina
$640K – – –
HGWM
1774
Horst & Graben Wealth Management
Oregon
$640K +$6.41K +18 +0.9%
GAA
1775
Guardian Asset Advisors
Pennsylvania
$640K +$11K +31 +2%
69 70
71
72 73