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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2151
WestHill Financial Advisors
California
$1,000K -$17.3K -25 -2%
MCWA
2152
Meadow Creek Wealth Advisors
Georgia
$998K -$58.9K -85 -6%
IIL
2153
Income Insurance Ltd
$998K – – –
PDM
2154
Penn Davis McFarland
Texas
$992K -$139K -200 -13%
APW
2155
Acima Private Wealth
Virginia
$992K – – –
MFS
2156
Monetta Financial Services
Illinois
$992K +$970K +1,400 New
CAWM
2157
Capital Advisors Wealth Management
Washington
$991K +$13.9K +20 +1%
CF
2158
Convergence Financial
Missouri
$990K +$70.6K +102 +8%
WPA
2159
West Paces Advisors
Georgia
$989K -$51.9K -75 -5%
AW
2160
Apricus Wealth
South Carolina
$988K – – –
CFC
2161
Coyle Financial Counsel
Illinois
$988K +$17.3K +25 +2%
MAWA
2162
Moss Adams Wealth Advisors
Washington
$987K +$58.9K +85 +6%
4WM
2163
49 Wealth Management
Texas
$985K -$64.4K -93 -6%
JMFC
2164
J.M. Forbes & Co
Massachusetts
$985K – – –
WFA
2165
WJ Financial Advisors
Connecticut
$985K +$2.08K +3 +0.2%
DIA
2166
Davidson Investment Advisors
Montana
$984K -$27.7K -40 -3%
SIC
2167
SJS Investment Consulting
Ohio
$983K -$683K -986 -42%
AIM
2168
Avity Investment Management
Connecticut
$981K – – –
EAN
2169
Excelsior Advisor Network
Colorado
$978K – – –
ZIC
2170
ZWJ Investment Counsel
Georgia
$978K -$1.72M -2,478 -64%
V
2171
VeraBank
Texas
$976K – – –
DJYG
2172
David J. Yvars Group
Florida
$975K +$34.6K +50 +4%
FC
2173
FCA Corp
Texas
$974K -$48.5K -70 -5%
PBF
2174
Petix & Botte Financial
California
$973K -$433K -625 -48%
CCP
2175
Cane Capital Partners
Louisiana
$972K +$12.5K +18 +1%
85 86
87
88 89