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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1776
Canal Capital Management
Virginia
$2.3M +$309K +352 +19%
VFG
1777
Victory Financial Group
Texas
$2.3M +$99.3K +113 +6%
WFA
1778
Wellspring Financial Advisors
Ohio
$2.29M -$322K -366 -15%
SPC
1779
Spirepoint Private Client
Florida
$2.29M +$13.2K +15 +0.7%
CFMC
1780
Curbstone Financial Management Corp
New Hampshire
$2.29M +$852K +970 +82%
AWM
1781
Allen Wealth Management
North Carolina
$2.29M -$329K -375 -15%
AIP
1782
Almanack Investment Partners
Pennsylvania
$2.29M +$1.89M +2,149 New
ASA
1783
Axxion S.A.
Luxembourg
$2.29M +$1.89M +2,147 New
UAG
1784
United Advisor Group
Ohio
$2.29M +$70.3K +80 +4%
CFCS
1785
CDM Financial Counseling Services
Connecticut
$2.28M -$180K -205 -9%
LWM
1786
Langley Wealth Management
Mississippi
$2.28M +$1.88M +2,142 New
WF
1787
Wayfinding Financial
Washington
$2.28M -$72K -82 -4%
GG
1788
Gleason Group
Kentucky
$2.27M +$22.8K +26 +1%
TWM
1789
Thrive Wealth Management
Pennsylvania
$2.27M -$16.7K -19 -0.9%
APA
1790
Astoria Portfolio Advisors
New York
$2.26M +$249K +283 +15%
MIC
1791
Means Investment Company
Maine
$2.26M -$7.91K -9 -0.4%
PHIC
1792
Pine Haven Investment Counsel
Massachusetts
$2.25M -$84.3K -96 -4%
DCM
1793
Davidson Capital Management
Texas
$2.25M +$12.3K +14 +0.7%
AWMT
1794
AAFMAA Wealth Management & Trust
North Carolina
$2.24M -$155K -176 -8%
PWPS
1795
Pinnacle Wealth Planning Services
Ohio
$2.24M -$372K -424 -17%
NAS
1796
NWF Advisory Services
California
$2.23M +$1.76K +2 +0.1%
LOWM
1797
Laurel Oak Wealth Management
New Jersey
$2.23M -$80.8K -92 -4%
CA
1798
Cortland Associates
Missouri
$2.23M +$878 +1 +0%
SIA
1799
Strategic Investment Advisors
Michigan
$2.22M -$85.2K -97 -4%
RPCONE
1800
Retirement Planning Company of New England
Rhode Island
$2.22M -$105K -119 -5%
70 71
72
73 74