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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
2176
Facet Wealth Inc
Maryland
$375K +$6.77K +19 +2%
EGWAG
2177
Elwood & Goetz Wealth Advisory Group
Georgia
$375K -$277K -778 -41%
ACS
2178
Archford Capital Strategies
Illinois
$375K -$11.4K -32 -3%
MA
2179
Maxele Advisors
Missouri
$374K +$17.8K +50 +5%
QWM
2180
Quadcap Wealth Management
Texas
$374K -$46K -129 -10%
WCM
2181
WealthBridge Capital Management
Ohio
$374K – – –
BCA
2182
Bay Capital Advisors
Virginia
$373K -$53.4K -150 -12%
LFGO
2183
Legacy Financial Group (Oklahoma)
Oklahoma
$373K +$23.5K +66 +6%
FWTB
2184
First Western Trust Bank
Colorado
$372K – – –
PWP
2185
Private Wealth Partners
California
$372K +$9.62K +27 +2%
RWM
2186
Rockline Wealth Management
New York
$372K – – –
CPC
2187
Cookson Peirce & Co
Pennsylvania
$372K -$1.9M -5,348 -83%
HCM
2188
Hengehold Capital Management
Ohio
$369K – – –
SCM
2189
Spring Capital Management
Texas
$369K – – –
MFA
2190
Millington Financial Advisors
Illinois
$369K +$1.78K +5 +0.4%
TWP
2191
Tower Wealth Partners
Pennsylvania
$369K – – –
OSNBOA
2192
Old Second National Bank of Aurora
Illinois
$369K -$43.8K -123 -10%
TBNY
2193
Trustco Bank (New York)
New York
$369K -$40.3K -113 -9%
CNBOF
2194
City National Bank of Florida
Florida
$368K +$77.7K +218 +24%
AA
2195
Alesco Advisors
New York
$367K -$4.99K -14 -1%
OP
2196
ORG Partners
Indiana
$366K -$585K -1,641 -74%
NEWAS
2197
N.E.W. Advisory Services
Wisconsin
$365K +$28.1K +79 +8%
FSC
2198
Full Sail Capital
Oklahoma
$364K -$14.6K -41 -4%
WP
2199
WealthPLAN Partners
Nebraska
$364K -$60.6K -170 -13%
FAN
2200
Financial Advisors Network
California
$364K +$3.21K +9 +0.8%
86 87
88
89 90