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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2226
Beam Wealth Advisors
Louisiana
$245K -$1.56K -6 -0.7%
WWC
2227
Waypoint Wealth Counsel
Georgia
$245K -$40.5K -156 -16%
SFPG
2228
Stonebridge Financial Planning Group
Florida
$244K -$10.4K -40 -5%
AC
2229
AlphaCore Capital
California
$244K – – –
R
2230
Rebalance
California
$244K +$214K +825 New
BA
2231
Bridge Advisory
California
$244K – – –
CWR
2232
Chico Wealth RIA
California
$243K +$213K +823 New
AWCI
2233
Alpine Woods Capital Investors
New York
$243K – – –
MG
2234
Marex Group
$242K +$213K +820 New
MA
2235
MJP Associates
Connecticut
$242K +$212K +819 New
CAM
2236
Concorde Asset Management
Michigan
$242K +$259 +1 +0.1%
BDA
2237
Borer Denton & Associates
Pennsylvania
$240K – – –
AWM
2238
Aprio Wealth Management
Georgia
$240K +$259 +1 +0.1%
CPL
2239
CAP Partners LLC
Tennessee
$240K +$210K +810 New
OCPWS
2240
One Charles Private Wealth Services
Massachusetts
$239K +$5.19K +20 +3%
CCT
2241
Capital City Trust
Florida
$239K – – –
CCM
2242
Carlson Capital Management
Minnesota
$238K -$3.11K -12 -1%
WFC
2243
Western Financial Corp
California
$238K +$208K +803 New
DOA
2244
D'Orazio & Associates
Virginia
$237K +$1.56K +6 +0.8%
WMC
2245
Westwood Management Corporation
Illinois
$237K -$778K -3,000 -79%
KOC
2246
Koss-Olinger Consulting
Florida
$237K +$6.49K +25 +3%
CFGA
2247
Cambridge Financial Group (Arizona)
Arizona
$237K +$208K +801 New
BEAM
2248
Baker Ellis Asset Management
Washington
$237K -$25.9K -100 -11%
APW
2249
Axim Planning & Wealth
Ohio
$237K – – –
MCB
2250
Morton Community Bank
Illinois
$236K +$207K +797 New
88 89
90
91 92