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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1826
Acorn Financial Advisory Services
Virginia
$214K – – –
TA
1827
TruWealth Advisors
Louisiana
$214K +$421 +2 +0.2%
FNT
1828
First Nebraska Trust
Nebraska
$213K – – –
LWP
1829
Lumature Wealth Partners
Georgia
$213K +$5.27K +25 +2%
CWA
1830
CJM Wealth Advisers
Virginia
$213K – – –
BW
1831
Basepoint Wealth
Iowa
$213K +$5.48K +26 +2%
CFO
1832
CVA Family Office
Colorado
$211K -$80.1K -380 -24%
PGIM
1833
Pacific Global Investment Management
California
$211K +$2.11K +10 +0.9%
EWM
1834
Executive Wealth Management
Michigan
$211K +$2.74K +13 +1%
BFG
1835
Beacon Financial Group
Texas
$210K -$17.3K -82 -7%
CA
1836
CapWealth Advisors
Tennessee
$210K – – –
MVA
1837
Mount Vernon Associates
Maryland
$210K – – –
WSWA
1838
Warren Street Wealth Advisors
California
$210K +$17.1K +81 +7%
F
1839
F3Logic
Minnesota
$209K -$685K -3,251 -74%
CWM
1840
C2C Wealth Management
Arizona
$209K -$211K -1,000 -46%
JIC
1841
Joel Isaacson & Co
New York
$209K +$421 +2 +0.2%
LWP
1842
Legacy Wealth Planning
Nevada
$209K +$24.2K +115 +11%
GWM
1843
GSB Wealth Management
Connecticut
$208K +$211 +1 +0.1%
RCWM
1844
Royal Capital Wealth Management
Indiana
$207K – – –
FWP
1845
Firethorn Wealth Partners
Georgia
$207K +$843 +4 +0.4%
BBI
1846
Baxter Bros Inc
Connecticut
$206K – – –
BA
1847
Bennicas & Associates
California
$206K – – –
WDG
1848
Wealth Dimensions Group
Ohio
$206K +$243K +1,154 New
BOS
1849
Bank of Stockton
California
$204K +$31.6K +150 +15%
OC
1850
Oakworth Capital
Alabama
$203K – – –
72 73
74
75 76