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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
2351
American State Bank (Iowa)
Iowa
$631K -$28.9K -52 -5%
EW
2352
Expressive Wealth
Illinois
$631K +$612K +1,101 New
FBC
2353
Fairfield, Bush & Co
Connecticut
$630K -$44.5K -80 -7%
CFIA
2354
Cantor Fitzgerald Investment Advisors
New York
$630K – – –
RCWM
2355
Royal Capital Wealth Management
Indiana
$630K – – –
CFWMA
2356
Center for Wealth Management Advisory
Ohio
$630K +$611K +1,100 New
3F
2357
360 Financial
Minnesota
$627K – – –
PWM
2358
Pathway Wealth Management
Texas
$627K +$609K +1,095 New
AL
2359
ADE LLC
Maryland
$624K – – –
CFS
2360
Commonwealth Financial Services
West Virginia
$624K +$20K +36 +3%
VCAM
2361
Van Cleef Asset Management
Ohio
$623K +$96.2K +173 +19%
SWP
2362
Strategic Wealth Partners
Ohio
$621K -$47.2K -85 -7%
HP
2363
Haven Private
Florida
$621K +$33.3K +60 +6%
BPC
2364
Bearing Point Capital
Minnesota
$621K +$602K +1,084 New
WDG
2365
Wealth Dimensions Group
Ohio
$619K +$5.56K +10 +0.9%
LFGO
2366
Legacy Financial Group (Oklahoma)
Oklahoma
$617K +$29.5K +53 +5%
BTWM
2367
Baker Tilly Wealth Management
Wisconsin
$616K -$46.1K -83 -7%
AP
2368
Anchyra Partners
Georgia
$616K +$598K +1,076 New
AGP
2369
Aspire Growth Partners
Florida
$616K +$1.67K +3 +0.3%
GCA
2370
Greenwood Capital Associates
South Carolina
$615K – – –
IF
2371
Intrua Financial
Texas
$615K -$12.8K -23 -2%
RA
2372
Ransom Advisory
Rhode Island
$613K -$69.5K -125 -10%
JWM
2373
Jupiter Wealth Management
Colorado
$613K – – –
ALA
2374
Atlas Legacy Advisors
California
$612K +$115K +207 +25%
MWA
2375
Meridian Wealth Advisors
Texas
$612K -$739K -1,330 -55%
93 94
95
96 97