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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
API
2226
Asset Planning Inc
California
$393K +$421K +1,085 New
BRA
2227
Bender Robert & Associates
California
$393K -$1.94K -5 -0.5%
PWM
2228
Purus Wealth Management
California
$393K +$45.8K +118 +12%
MA
2229
Maxele Advisors
Missouri
$393K +$420K +1,084 New
CWA
2230
Consilium Wealth Advisory
Texas
$392K +$776 +2 +0.2%
CFGSD
2231
Compass Financial Group (South Dakota)
South Dakota
$391K +$776 +2 +0.2%
RFA
2232
Register Financial Advisors
Georgia
$391K -$17.5K -45 -4%
4A
2233
4Wealth Advisors
Illinois
$391K +$418K +1,078 New
SCM
2234
Silvant Capital Management
Georgia
$390K – – –
GCA
2235
Greenwood Capital Associates
South Carolina
$390K – – –
DO
2236
denkapparat Operations
Germany
$390K +$417K +1,074 New
AT
2237
Arlington Trust
Alabama
$388K +$122K +314 +42%
WAG
2238
Wallace Advisory Group
California
$388K +$33.4K +86 +9%
MQWP
2239
Morey & Quinn Wealth Partners
Nebraska
$387K +$414K +1,067 New
LFGO
2240
Legacy Financial Group (Oklahoma)
Oklahoma
$386K -$6.98K -18 -2%
LAS
2241
Legacy Advisory Services
Pennsylvania
$386K – – –
FBT
2242
First Bankers Trust
Kentucky
$386K – – –
MWA
2243
Meridian Wealth Advisors
Texas
$385K -$1.55K -4 -0.4%
CF
2244
Convergence Financial
Missouri
$384K +$92.7K +239 +29%
AGP
2245
Aspire Growth Partners
Florida
$384K +$411K +1,059 New
GF
2246
Gries Financial
Ohio
$383K -$214K -552 -34%
PWS
2247
Precision Wealth Strategies
Missouri
$383K +$35.7K +92 +10%
SP
2248
Stonebrook Private
Michigan
$382K +$19.8K +51 +5%
AFA
2249
Antonelli Financial Advisors
Michigan
$382K +$408K +1,053 New
NCM
2250
Northside Capital Management
Oregon
$382K +$137K +353 +50%
88 89
90
91 92