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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1751
Fiduciary Group
Georgia
$1.6M -$129K -186 -8%
WA1
1752
Wimmer Associates 1
California
$1.6M +$28.4K +41 +2%
RFA
1753
ROI Financial Advisors
Oregon
$1.6M +$33.9K +49 +2%
LPT
1754
Legacy Private Trust
Wisconsin
$1.6M +$18.7K +27 +1%
HAIM
1755
Hunter Associates Investment Management
Pennsylvania
$1.6M +$8.31K +12 +0.5%
FC
1756
Financial Consulate
Maryland
$1.6M +$30.5K +44 +2%
AW
1757
Alteri Wealth
California
$1.6M -$111K -160 -7%
ACGA
1758
Atlanta Consulting Group Advisors
Georgia
$1.6M -$18.7K -27 -1%
SAM
1759
Secure Asset Management
Michigan
$1.6M +$931K +1,344 +148%
KAS
1760
KPP Advisory Services
Kentucky
$1.59M -$7.62K -11 -0.5%
BWS
1761
Buck Wealth Strategies
Colorado
$1.59M -$563K -813 -27%
WETS
1762
Wealth Enhancement Trust Services
South Dakota
$1.58M +$683K +986 +79%
BPW
1763
BlueDoor Private Wealth
Massachusetts
$1.58M -$4.16K -6 -0.3%
FFO
1764
Fiduciary Family Office
Florida
$1.58M +$7.62K +11 +0.5%
WWA
1765
Wealth Watch Advisors
Colorado
$1.58M -$195K -282 -11%
WF
1766
Wayfinding Financial
Washington
$1.57M +$19.4K +28 +1%
WF
1767
WoodTrust Financial
Wisconsin
$1.57M – – –
PHIC
1768
Pine Haven Investment Counsel
Massachusetts
$1.57M -$77.6K -112 -5%
HWM
1769
Horizon Wealth Management
Illinois
$1.57M +$693 +1 +0%
RPCONE
1770
Retirement Planning Company of New England
Rhode Island
$1.56M +$33.9K +49 +2%
KWM
1771
Keebeck Wealth Management
Illinois
$1.56M +$724K +1,046 +90%
CCC
1772
Compass Capital Corp
Massachusetts
$1.56M +$26.3K +38 +2%
SCA
1773
Sippican Capital Advisors
Massachusetts
$1.56M -$208K -300 -12%
PAMG
1774
Patton Albertson Miller Group
Tennessee
$1.55M +$22.2K +32 +1%
RFS
1775
RM Financial Services
Maine
$1.55M -$13.9K -20 -0.9%
69 70
71
72 73