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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JE
2226
JMAC Enterprises
Pennsylvania
$310K -$511K -1,600 -65%
QAM
2227
Q3 Asset Management
Michigan
$310K +$269K +843 New
CWM
2228
Centric Wealth Management
Illinois
$310K +$10.5K +33 +4%
WWC
2229
Waypoint Wealth Counsel
Georgia
$309K +$4.79K +15 +2%
BWA
2230
Blodgett Wealth Advisors
California
$308K – – –
EWA
2231
Encompass Wealth Advisors
Oregon
$308K – – –
SFP
2232
Sterling Financial Planning
New Jersey
$308K – – –
OCPWS
2233
One Charles Private Wealth Services
Massachusetts
$308K +$10.5K +33 +4%
MC
2234
Middleton & Co
Massachusetts
$308K -$79.9K -250 -23%
GAM
2235
Gemmer Asset Management
California
$308K – – –
CFO
2236
Collective Family Office
Pennsylvania
$308K +$22.1K +69 +9%
MF
2237
Manchester Financial
California
$307K -$1.28M -4,007 -83%
AWM
2238
Angeles Wealth Management
California
$307K +$268K +837 New
FFA
2239
Fi3 Financial Advisors
Indiana
$306K +$14.7K +46 +5%
BA
2240
Brightwater Advisory
Florida
$306K +$267K +835 New
DOA
2241
D'Orazio & Associates
Virginia
$306K +$10.2K +32 +4%
BWP
2242
Barlow Wealth Partners
Kentucky
$306K – – –
CWG
2243
Crown Wealth Group
North Carolina
$305K +$11.5K +36 +5%
BWP
2244
Balboa Wealth Partners
Arizona
$304K +$266K +831 New
AWM
2245
Aviso Wealth Management
Washington
$304K +$39.6K +124 +18%
WMWM
2246
Whitaker-Myers Wealth Managers
Ohio
$304K +$265K +830 New
SFC
2247
SYM Financial Corp
Indiana
$304K -$72.9K -228 -22%
BA
2248
Bridge Advisory
California
$303K +$959 +3 +0.4%
R
2249
Rebalance
California
$302K – – –
PFG
2250
PAX Financial Group
Texas
$301K -$17.3K -54 -6%
88 89
90
91 92