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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
2226
Source Financial Advisors
New York
$311K -$396K -1,238 -59%
JE
2227
JMAC Enterprises
Pennsylvania
$310K -$511K -1,600 -65%
QAM
2228
Q3 Asset Management
Michigan
$310K +$269K +843 New
CWM
2229
Centric Wealth Management
Illinois
$310K +$10.5K +33 +4%
WWC
2230
Waypoint Wealth Counsel
Georgia
$309K +$4.79K +15 +2%
BWA
2231
Blodgett Wealth Advisors
California
$308K – – –
EWA
2232
Encompass Wealth Advisors
Oregon
$308K – – –
SFP
2233
Sterling Financial Planning
New Jersey
$308K – – –
OCPWS
2234
One Charles Private Wealth Services
Massachusetts
$308K +$10.5K +33 +4%
MC
2235
Middleton & Co
Massachusetts
$308K -$79.9K -250 -23%
GAM
2236
Gemmer Asset Management
California
$308K – – –
CFO
2237
Collective Family Office
Pennsylvania
$308K +$22.1K +69 +9%
MF
2238
Manchester Financial
California
$307K -$1.28M -4,007 -83%
AWM
2239
Angeles Wealth Management
California
$307K +$268K +837 New
FFA
2240
Fi3 Financial Advisors
Indiana
$306K +$14.7K +46 +5%
BA
2241
Brightwater Advisory
Florida
$306K +$267K +835 New
DOA
2242
D'Orazio & Associates
Virginia
$306K +$10.2K +32 +4%
BWP
2243
Barlow Wealth Partners
Kentucky
$306K – – –
CWG
2244
Crown Wealth Group
North Carolina
$305K +$11.5K +36 +5%
BWP
2245
Balboa Wealth Partners
Arizona
$304K +$266K +831 New
AWM
2246
Aviso Wealth Management
Washington
$304K +$39.6K +124 +18%
WMWM
2247
Whitaker-Myers Wealth Managers
Ohio
$304K +$265K +830 New
SFC
2248
SYM Financial Corp
Indiana
$304K -$72.9K -228 -22%
BA
2249
Bridge Advisory
California
$303K +$959 +3 +0.4%
R
2250
Rebalance
California
$302K – – –
88 89
90
91 92