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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2101
Bristlecone Advisors
Washington
$432K – – –
MAWA
2102
Moss Adams Wealth Advisors
Washington
$431K +$38K +110 +11%
RCWM
2103
Royal Capital Wealth Management
Indiana
$430K – – –
TWP
2104
Tower Wealth Partners
Pennsylvania
$429K -$19.7K -57 -5%
GSWM
2105
Greenup Street Wealth Management
Michigan
$429K +$6.22K +18 +2%
SPWM
2106
Schrum Private Wealth Management
Florida
$429K +$378K +1,096 New
LWM
2107
Liberty Wealth Management
California
$428K -$6.66M -19,299 -95%
PWM
2108
Prentice Wealth Management
New York
$427K +$377K +1,091 New
FA
2109
Financial Advisors
Massachusetts
$426K -$13.8K -40 -4%
BRA
2110
Bender Robert & Associates
California
$426K +$376K +1,089 New
BTWM
2111
Baker Tilly Wealth Management
Wisconsin
$426K -$651K -1,885 -63%
RWPA
2112
Richard W. Paul & Associates
Michigan
$424K -$4.83K -14 -1%
CWA
2113
Consilium Wealth Advisory
Texas
$422K – – –
CFGSD
2114
Compass Financial Group (South Dakota)
South Dakota
$421K +$691 +2 +0.2%
SCM
2115
Silvant Capital Management
Georgia
$421K – – –
LIA
2116
Lynx Investment Advisory
District of Columbia
$421K +$22.8K +66 +7%
GCA
2117
Greenwood Capital Associates
South Carolina
$420K -$21.8K -63 -6%
AF
2118
Apexium Financial
Texas
$419K +$24.5K +71 +7%
SWM
2119
Selective Wealth Management
Virginia
$419K – – –
PBO
2120
Peoples Bank (Ohio)
Ohio
$418K -$85.3K -247 -19%
AWM
2121
Accel Wealth Management
Iowa
$417K -$13.8K -40 -4%
MWA
2122
Meridian Wealth Advisors
Texas
$417K +$37K +107 +11%
PWW
2123
Pettyjohn Wood & White
Virginia
$417K – – –
LAS
2124
Legacy Advisory Services
Pennsylvania
$416K – – –
FG
2125
Foster Group
Iowa
$416K +$27.6K +80 +8%
83 84
85
86 87