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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2076
Diversify Wealth Management
Utah
$881K +$18.9K +34 +3%
LW
2077
Linscomb Wealth
Texas
$878K -$17.2K -31 -2%
JFG
2078
Juno Financial Group
Virginia
$877K +$851K +1,532 New
AWM
2079
Accel Wealth Management
Iowa
$874K +$107K +193 +14%
EGWAG
2080
Elwood & Goetz Wealth Advisory Group
Georgia
$874K -$39.5K -71 -4%
USB
2081
Union Savings Bank
Connecticut
$866K +$840K +1,511 New
LWL
2082
Leo Wealth LLC
Texas
$861K +$836K +1,504 New
RC
2083
RBO & Co
California
$859K – – –
CCM
2084
Chickasaw Capital Management
Tennessee
$859K – – –
MCWA
2085
Meadow Creek Wealth Advisors
Georgia
$856K -$5K -9 -0.6%
OCM
2086
Orser Capital Management
Texas
$853K +$25K +45 +3%
TBNY
2087
Trustco Bank (New York)
New York
$852K +$111K +200 +16%
WPC
2088
Waters Parkerson & Co
Louisiana
$852K +$164K +295 +25%
FPL
2089
Fortress Private Ledger
North Carolina
$852K +$164K +295 +25%
FCM
2090
Family Capital Management
Michigan
$852K +$186K +335 +29%
AHL
2091
Abel Hall LLC
Louisiana
$850K +$472K +849 +134%
SA
2092
Sonoma Allocations
California
$850K +$122K +220 +21%
4WM
2093
49 Wealth Management
Texas
$850K +$216K +388 +35%
TC
2094
Trust Company
Kansas
$849K +$601K +1,082 +271%
KWS
2095
Keystone Wealth Services
California
$848K +$2.78K +5 +0.3%
PA
2096
Planning Alternatives
Michigan
$846K +$27.8K +50 +4%
CH
2097
Cromwell Holdings
Wyoming
$846K – – –
BW
2098
Bravera Wealth
North Dakota
$846K +$820K +1,476 New
OWM
2099
OneAscent Wealth Management
Alabama
$845K -$175K -314 -18%
WPA
2100
West Paces Advisors
Georgia
$843K +$30K +54 +4%
82 83
84
85 86