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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
2051
Planning Center Inc
Illinois
$436K -$49.9K -140 -10%
SCA
2052
Sandy Cove Advisors
Massachusetts
$436K -$94K -264 -17%
OL
2053
OneFund LLC
Florida
$435K +$1.43K +4 +0.3%
NLP
2054
Next Level Private
New York
$435K +$17.8K +50 +4%
BWM
2055
Baron Wealth Management
Michigan
$435K +$44.9K +126 +11%
BWM
2056
Birchcreek Wealth Management
Ohio
$435K +$1.78K +5 +0.4%
FG
2057
Foster Group
Iowa
$435K +$13.2K +37 +3%
SM
2058
Sweeney & Michel
California
$434K +$565K +1,585 New
TWM
2059
Tumwater Wealth Management
Idaho
$434K +$18.2K +51 +4%
MWPCG
2060
Measured Wealth Private Client Group
New Hampshire
$434K -$419K -1,176 -47%
WW
2061
Westshore Wealth
California
$434K -$2.85K -8 -0.6%
RFA
2062
Reyes Financial Architecture
California
$433K -$356 -1 -0.1%
PBF
2063
Petix & Botte Financial
California
$433K – – –
EGM
2064
Engineers Gate Manager
New York
$432K -$244K -685 -34%
AL
2065
ACAS LLC
California
$432K – – –
OLA
2066
Oliver Luxxe Assets
New Jersey
$432K -$31.3K -88 -6%
AAS
2067
Annex Advisory Services
Wisconsin
$432K +$113K +316 +32%
RSVP
2068
Ramsay Stattman Vela & Price
Colorado
$432K -$57K -160 -11%
FPF
2069
First Pacific Financial
Washington
$431K -$33.5K -94 -7%
FFC
2070
First Financial Corp
Indiana
$431K -$35.6K -100 -7%
SC
2071
Schulhoff & Co
Ohio
$430K – – –
CFA
2072
CWS Financial Advisors
Michigan
$430K +$107K +300 +30%
PWM
2073
Purus Wealth Management
California
$429K +$77.7K +218 +20%
WPC
2074
Waters Parkerson & Co
Louisiana
$428K -$7.48K -21 -2%
RA
2075
Ransom Advisory
Rhode Island
$427K -$35.6K -100 -7%
81 82
83
84 85