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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
2176
Eagle Wealth Strategies
New Jersey
$423K – – –
CF
2177
Claris Financial
Virginia
$422K +$451K +1,162 New
MIFH
2178
Migdal Insurance & Financial Holdings
Israel
$421K – – –
GWMR
2179
GC Wealth Management RIA
Massachusetts
$421K +$15.5K +40 +4%
VCM
2180
Versant Capital Management
Arizona
$419K +$128K +331 +40%
FNT
2181
First Nebraska Trust
Nebraska
$419K – – –
JF
2182
Joule Financial
Kentucky
$419K -$1.16K -3 -0.3%
PIA
2183
Perennial Investment Advisors
California
$418K +$38.4K +99 +9%
ABLA
2184
Alan B. Lancz & Associates
Ohio
$417K – – –
FI
2185
Finivi Inc
Massachusetts
$417K +$13.2K +34 +3%
IIA
2186
ICW Investment Advisors
Arizona
$417K +$445K +1,148 New
HBT
2187
Hills Bank & Trust
Iowa
$416K -$3.1K -8 -0.7%
FWI
2188
Facet Wealth Inc
Maryland
$416K +$28.7K +74 +7%
FSC
2189
Full Sail Capital
Oklahoma
$416K -$6.21K -16 -1%
LWM
2190
LJI Wealth Management
Indiana
$415K – – –
WAM
2191
Winslow Asset Management
Ohio
$414K – – –
BF
2192
Brogan Financial
Tennessee
$414K +$776 +2 +0.2%
CCFM
2193
Clear Creek Financial Management
Washington
$413K -$38.8K -100 -8%
ICP
2194
Interchange Capital Partners
Pennsylvania
$413K +$49.3K +127 +13%
WIM
2195
Warwick Investment Management
Texas
$412K +$776 +2 +0.2%
AAP
2196
Arax Advisory Partners
Colorado
$412K +$83.8K +216 +23%
VV
2197
Verity & Verity
South Carolina
$411K +$138K +355 +46%
WCM
2198
WealthBridge Capital Management
Ohio
$411K +$388 +1 +0.1%
SPA
2199
Sherbrooke Park Advisers
New York
$410K +$439K +1,131 New
FWTB
2200
First Western Trust Bank
Colorado
$409K -$6.59K -17 -1%
86 87
88
89 90