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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2126
Paulson Wealth Management
Illinois
$1.03M -$207K -299 -17%
RFG
2127
Range Financial Group
Oregon
$1.03M -$10.4K -15 -1%
TCG
2128
Transcendent Capital Group
Oklahoma
$1.03M -$85.2K -123 -8%
MCG
2129
McCollum Christoferson Group
New York
$1.03M +$34.6K +50 +4%
AA
2130
AF Advisors
California
$1.03M -$425K -614 -30%
NLP
2131
Next Level Private
New York
$1.03M +$45.7K +66 +5%
VEM
2132
Vann Equity Management
Texas
$1.02M +$1M +1,446 New
VAM
2133
Verity Asset Management
North Carolina
$1.02M +$11.8K +17 +1%
CCA
2134
Carrera Capital Advisors
Michigan
$1.02M -$693 -1 -0.1%
CIC
2135
Chase Investment Counsel
Virginia
$1.02M +$363K +524 +57%
BFG
2136
Bouchey Financial Group
New York
$1.02M +$220K +318 +32%
SWMG
2137
Sanchez Wealth Management Group
Florida
$1.02M -$5.54K -8 -0.6%
SLG
2138
Sanchez Levi Garrett
$1.02M +$997K +1,439 New
TSMHT
2139
Thurston Springer Miller Herd & Titak
Indiana
$1.02M -$128K -185 -11%
NCM
2140
Northside Capital Management
Oregon
$1.02M -$248K -358 -20%
FIC
2141
FCG Investment Company
Tennessee
$1.02M +$995K +1,437 New
MWP
2142
Momentum Wealth Planning
Florida
$1.01M +$990K +1,429 New
DAS
2143
Diversify Advisory Services
Utah
$1.01M -$1.98M -2,861 -70%
BF
2144
Blankinship & Foster
California
$1.01M – – –
TW
2145
Tempo Wealth
Ohio
$1.01M +$91.4K +132 +10%
FDCP
2146
Foster Dykema Cabot & Partners
Massachusetts
$1M – – –
TWM
2147
Tumwater Wealth Management
Idaho
$1M +$31.9K +46 +3%
LWANC
2148
Laurel Wealth Advisors (North Carolina)
North Carolina
$1M – – –
COCM
2149
Charter Oak Capital Management
New Hampshire
$1M -$13.2K -19 -1%
CAM
2150
Clark Asset Management
New Hampshire
$1M -$2.77K -4 -0.3%
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