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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
2076
Waters Parkerson & Co
Louisiana
$478K – – –
OL
2077
OneFund LLC
Florida
$477K +$16.3K +42 +3%
RFA
2078
Reyes Financial Architecture
California
$477K +$510K +1,315 New
BWM
2079
Birchcreek Wealth Management
Ohio
$477K – – –
FNC
2080
First National Corp
Massachusetts
$476K -$2.33K -6 -0.5%
PBF
2081
Petix & Botte Financial
California
$476K – – –
MWM
2082
McMill Wealth Management
Nebraska
$476K +$508K +1,311 New
NFC
2083
Northstar Financial Companies
Pennsylvania
$475K +$508K +1,310 New
AF
2084
Apollon Financial
South Carolina
$475K -$12K -31 -2%
CTA
2085
Chesley Taft & Associates
Illinois
$474K +$13.6K +35 +3%
GCA
2086
Gradient Capital Advisors
California
$474K -$6.98K -18 -1%
SC
2087
Schulhoff & Co
Ohio
$473K -$36.8K -95 -7%
WSCM
2088
Wellington Shields Capital Management
New York
$472K – – –
BTWM
2089
Baker Tilly Wealth Management
Wisconsin
$469K +$79.9K +206 +19%
LWL
2090
Leo Wealth LLC
Texas
$469K -$37.6K -97 -7%
LA
2091
LM Advisors
California
$467K +$499K +1,286 New
RA
2092
Rockingstone Advisors
Massachusetts
$465K +$13.2K +34 +3%
FG
2093
Foster Group
Iowa
$465K +$84.2K +217 +20%
BCA
2094
Bay Capital Advisors
Virginia
$465K +$497K +1,281 New
PG
2095
Prostatis Group
Maryland
$464K +$67.1K +173 +16%
BWP
2096
BlueStem Wealth Partners
Minnesota
$463K +$495K +1,276 New
SAG
2097
SageView Advisory Group
California
$463K -$59.3K -153 -11%
KCM
2098
Kornitzer Capital Management
Kansas
$463K +$1.16K +3 +0.2%
WP
2099
WealthPLAN Partners
Nebraska
$462K +$44.6K +115 +10%
FA
2100
FSA Advisors
Michigan
$462K +$3.1K +8 +0.6%
82 83
84
85 86