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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2201
Intrua Financial
Texas
$523K -$70.9K -166 -13%
4WM
2202
49 Wealth Management
Texas
$523K +$12.4K +29 +3%
3F
2203
360 Financial
Minnesota
$522K +$64K +150 +16%
BBNB
2204
Baker Boyer National Bank
Washington
$521K +$38.8K +91 +9%
AL
2205
ADE LLC
Maryland
$520K +$465K +1,090 New
TWP
2206
Tower Wealth Partners
Pennsylvania
$520K -$48.2K -113 -9%
FA
2207
Financial Advisors
Massachusetts
$520K – – –
CNBOF
2208
City National Bank of Florida
Florida
$517K -$11.5K -27 -2%
PWP
2209
Phillips Wealth Planners
Mississippi
$517K +$6.83K +16 +2%
FFA
2210
Fragasso Financial Advisors
Pennsylvania
$516K +$20.1K +47 +5%
LPAM
2211
Lodestar Private Asset Management
California
$515K +$101K +237 +28%
CTA
2212
Chesley Taft & Associates
Illinois
$514K -$4.27K -10 -0.9%
SCM
2213
Silvant Capital Management
Georgia
$513K – – –
GCA
2214
Greenwood Capital Associates
South Carolina
$512K – – –
DC
2215
DeDora Capital
California
$511K – – –
AGP
2216
Aspire Growth Partners
Florida
$511K -$1.28K -3 -0.3%
WDG
2217
Wealth Dimensions Group
Ohio
$511K -$3.84K -9 -0.8%
RSVP
2218
Ramsay Stattman Vela & Price
Colorado
$511K -$98.2K -230 -18%
CWA
2219
Consilium Wealth Advisory
Texas
$510K -$5.55K -13 -1%
MCA
2220
Magnolia Capital Advisors
Mississippi
$509K +$50.4K +118 +12%
CWA
2221
Canvas Wealth Advisors
Kansas
$508K -$13.7K -32 -3%
SNBOSCI
2222
Security National Bank of Sioux City Iowa
Iowa
$508K – – –
EFH
2223
Eaton Financial Holdings
Florida
$507K -$4.7K -11 -1%
FAM
2224
Formidable Asset Management
Ohio
$506K -$12.8K -30 -2%
OFA
2225
Onyx Financial Advisors
Idaho
$505K +$1.71K +4 +0.4%
87 88
89
90 91