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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1826
Centurion Wealth Management
Virginia
$656K – – –
CT
1827
Clearstead Trust
Maine
$656K -$124K -321 -15%
EP
1828
Essential Planning
New Hampshire
$655K +$655K +1,690 New
MA
1829
McBroom & Associates
Nevada
$655K – – –
TFG
1830
Taylor Financial Group
Virginia
$655K – – –
NBWM
1831
North Berkeley Wealth Management
California
$653K +$698K +1,800 New
SFG
1832
Sovereign Financial Group
Connecticut
$652K +$9.7K +25 +1%
CT
1833
Chicago Trust
Illinois
$650K -$150K -388 -18%
MHWM
1834
Montz Harcus Wealth Management
Louisiana
$650K -$13.2K -34 -2%
PP
1835
Pacifica Partners
Canada
$648K -$1.94K -5 -0.3%
WWM
1836
Waterway Wealth Management
Texas
$648K +$58.6K +151 +9%
BWM
1837
Benchmark Wealth Management
Connecticut
$648K +$388 +1 +0.1%
SMH
1838
Sanders Morris Harris
Texas
$648K – – –
LA
1839
Lakeside Advisors
Washington
$647K +$388 +1 +0.1%
WKWM
1840
Walter & Keenan Wealth Management
Indiana
$647K -$7.37K -19 -1%
OA
1841
Operose Advisors
Wisconsin
$646K -$49.3K -127 -7%
LF
1842
LifeSteps Financial
California
$645K – – –
OWA
1843
Opal Wealth Advisors
New York
$643K +$44.6K +115 +7%
OWM
1844
OneAscent Wealth Management
Alabama
$642K -$50.4K -130 -7%
FFG
1845
Fiduciary Financial Group
California
$642K -$11.2K -29 -2%
JWM
1846
Jacksonville Wealth Management
Florida
$642K +$686K +1,769 New
GS
1847
GTS Securities
Florida
$640K -$10.9K -28 -2%
MWS
1848
MFA Wealth Services
California
$639K +$683K +1,761 New
MP
1849
Moment Partners
California
$638K +$683K +1,760 New
COCM
1850
Charter Oak Capital Management
New Hampshire
$635K +$1.16K +3 +0.2%
72 73
74
75 76