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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2076
Accel Wealth Management
Iowa
$369K +$38.8K +112 +11%
BA
2077
Bristlecone Advisors
Washington
$368K +$347 +1 +0.1%
RPGK
2078
Retirement Planning Group (Kansas)
Kansas
$367K -$96.4K -278 -20%
BWM
2079
Baron Wealth Management
Michigan
$367K +$2.43K +7 +0.6%
RCWM
2080
Royal Capital Wealth Management
Indiana
$366K – – –
RWPA
2081
Richard W. Paul & Associates
Michigan
$366K -$4.16K -12 -1%
GS
2082
GTS Securities
Florida
$365K -$234K -674 -38%
IGWM
2083
ICA Group Wealth Management
Colorado
$364K -$687K -1,982 -64%
HIM
2084
Hanlon Investment Management
New Jersey
$361K -$3.12K -9 -0.8%
AC
2085
AlphaCore Capital
California
$361K +$73.5K +212 +24%
PF
2086
Phoenix Financial
Israel
$360K +$382K +1,101 New
CJ
2087
Caitlin John
Michigan
$360K +$337K +972 +900%
CWA
2088
Consilium Wealth Advisory
Texas
$359K – – –
GSWM
2089
Greenup Street Wealth Management
Michigan
$359K +$27K +78 +8%
MFP
2090
Meridian Financial Partners
Virginia
$359K +$350K +1,008 New
ACM
2091
AlphaStar Capital Management
North Carolina
$359K +$1.04K +3 +0.3%
LFGO
2092
Legacy Financial Group (Oklahoma)
Oklahoma
$359K -$1.39K -4 -0.4%
SCM
2093
Silvant Capital Management
Georgia
$358K – – –
CFGSD
2094
Compass Financial Group (South Dakota)
South Dakota
$358K +$347 +1 +0.1%
OAM
2095
Oxford Asset Management
United Kingdom
$356K +$371K +1,070 New
PWW
2096
Pettyjohn Wood & White
Virginia
$355K – – –
LAS
2097
Legacy Advisory Services
Pennsylvania
$354K – – –
FBT
2098
First Bankers Trust
Kentucky
$354K – – –
CB
2099
Cadence Bank
Mississippi
$354K +$21.5K +62 +6%
PMFA
2100
Plante Moran Financial Advisors
Michigan
$353K +$34.7K +100 +10%
82 83
84
85 86