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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
2101
Sun Financial
Utah
$1.56M -$447K -509 -21%
PWS
2102
Proactive Wealth Strategies
Georgia
$1.56M +$639K +727 +99%
SFO
2103
Stokes Family Office
Louisiana
$1.56M -$131K -149 -9%
SLG
2104
Sanchez Levi Garrett
$1.56M +$21.1K +24 +2%
WFI
2105
West Family Investments
California
$1.56M +$203K +231 +19%
PWM
2106
Paulson Wealth Management
Illinois
$1.55M +$5.27K +6 +0.4%
FDCP
2107
Foster Dykema Cabot & Partners
Massachusetts
$1.55M +$35.1K +40 +3%
ICP
2108
Interchange Capital Partners
Pennsylvania
$1.55M +$217K +247 +20%
BW
2109
Bravera Wealth
North Dakota
$1.55M -$20.2K -23 -2%
CAM
2110
Clark Asset Management
New Hampshire
$1.55M +$33.4K +38 +3%
MCG
2111
McCollum Christoferson Group
New York
$1.54M – – –
CWMK
2112
Caliber Wealth Management (Kansas)
Kansas
$1.54M +$69.4K +79 +6%
IIL
2113
Income Insurance Ltd
$1.54M +$35.1K +40 +3%
GB
2114
Goepper Burkhardt
South Carolina
$1.54M -$17.6K -20 -1%
TCG
2115
Transcendent Capital Group
Oklahoma
$1.54M -$2.63K -3 -0.2%
SWMG
2116
Sanchez Wealth Management Group
Florida
$1.54M +$2.63K +3 +0.2%
MAWA
2117
Moss Adams Wealth Advisors
Washington
$1.53M +$42.2K +48 +3%
WAM
2118
WealthCare Asset Management
Missouri
$1.53M +$1.27M +1,440 New
SGAM
2119
Smith Group Asset Management
Texas
$1.53M +$1.26M +1,439 New
WPC
2120
Waters Parkerson & Co
Louisiana
$1.53M -$43.9K -50 -3%
AW
2121
Alchemi Wealth
Connecticut
$1.53M +$118K +134 +10%
USB
2122
Union Savings Bank
Connecticut
$1.53M -$66.8K -76 -5%
CAWM
2123
Capital Advisors Wealth Management
Washington
$1.53M +$30.7K +35 +3%
CFGW
2124
Chancellor Financial Group WB
Pennsylvania
$1.53M -$1.27M -1,440 -50%
MCA
2125
Magnolia Capital Advisors
Mississippi
$1.52M -$93.1K -106 -7%
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85
86 87