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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
2276
Waypoint Wealth Counsel
Georgia
$281K +$693 +2 +0.2%
BWP
2277
Barlow Wealth Partners
Kentucky
$281K – – –
BWA
2278
Blodgett Wealth Advisors
California
$280K +$347 +1 +0.1%
EWA
2279
Encompass Wealth Advisors
Oregon
$280K – – –
SFP
2280
Sterling Financial Planning
New Jersey
$280K – – –
OCPWS
2281
One Charles Private Wealth Services
Massachusetts
$280K – – –
BA
2282
Bridge Advisory
California
$280K +$4.51K +13 +2%
GAM
2283
Gemmer Asset Management
California
$280K – – –
MC
2284
Middleton & Co
Massachusetts
$280K – – –
ZB
2285
Zions Bancorporation
Utah
$279K -$74.9K -216 -20%
LGG
2286
Luts & Greenleigh Group
Maryland
$279K +$291K +839 New
BA
2287
Brightwater Advisory
Florida
$279K +$693 +2 +0.2%
CW
2288
Cook Wealth
North Carolina
$279K – – –
FFA
2289
Fragasso Financial Advisors
Pennsylvania
$278K +$32.9K +95 +13%
BA
2290
Ballew Advisors
Mississippi
$278K +$347 +1 +0.1%
WC
2291
Weil Company
California
$277K -$215K -619 -43%
SCM
2292
Spring Capital Management
Texas
$276K – – –
R
2293
Rebalance
California
$275K – – –
UAG
2294
United Advisor Group
Ohio
$275K +$286K +825 New
FAG
2295
Fortitude Advisory Group
Washington
$274K -$43.3K -125 -13%
WCFA
2296
Walkner Condon Financial Advisors
Wisconsin
$274K -$25.7K -74 -8%
AWCI
2297
Alpine Woods Capital Investors
New York
$273K – – –
OCM
2298
Orion Capital Management
California
$273K – – –
WDG
2299
Wealth Dimensions Group
Ohio
$273K -$24.3K -70 -8%
SFC
2300
SYM Financial Corp
Indiana
$272K -$3.81K -11 -1%
90 91
92
93 94