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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1801
West Family Investments
California
$226K +$33.5K +159 +14%
BFA
1802
Beaumont Financial Advisors
Massachusetts
$225K +$1.48K +7 +0.6%
PI
1803
PFS Investments
Georgia
$225K +$266K +1,261 New
CA
1804
Cornerstone Advisory
Maryland
$224K +$632 +3 +0.2%
SWM
1805
Selective Wealth Management
Virginia
$223K – – –
SWM
1806
Stockman Wealth Management
Montana
$223K +$11.4K +54 +5%
CWM
1807
Cordatus Wealth Management
Pennsylvania
$221K – – –
BA
1808
Bristlecone Advisors
Washington
$221K +$35.6K +169 +16%
AF
1809
Alerus Financial
North Dakota
$220K -$25.7K -122 -9%
SCA
1810
Sandy Cove Advisors
Massachusetts
$220K +$211 +1 +0.1%
SAS
1811
Stelac Advisory Services
New York
$220K +$259K +1,230 New
EA
1812
Eclectic Associates
California
$219K – – –
RCG
1813
Resource Consulting Group
Florida
$219K – – –
HGERS
1814
Householder Group Estate & Retirement Specialist
Arizona
$219K +$632 +3 +0.2%
CTA
1815
Chesley Taft & Associates
Illinois
$219K +$13.7K +65 +6%
CCC
1816
Chelsea Counsel Company
California
$218K – – –
OWM
1817
OneAscent Wealth Management
Alabama
$217K – – –
PWM
1818
Paulson Wealth Management
Illinois
$217K – – –
LC
1819
Lavaca Capital
Texas
$215K -$1.05M -5,000 -83%
TA
1820
Tectonic Advisors
Texas
$215K -$14.5K -69 -5%
MWA
1821
Meridian Wealth Advisors
Texas
$215K -$2.11K -10 -0.8%
FC
1822
FCA Corp
Texas
$215K – – –
GP
1823
Greenline Partners
New York
$215K – – –
PWMG
1824
Pinnacle Wealth Management Group
Michigan
$215K – – –
AFAS
1825
Acorn Financial Advisory Services
Virginia
$214K – – –
71 72
73
74 75