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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2376
Tandem Wealth Advisors
Arizona
$287K -$50.6K -142 -14%
CCM
2377
Cullen Capital Management
New York
$287K – – –
MWA
2378
Medallion Wealth Advisors
Connecticut
$286K +$144K +405 +88%
CWG
2379
Crown Wealth Group
North Carolina
$286K +$4.63K +13 +2%
FWA
2380
FSM Wealth Advisors
Ohio
$286K +$63.4K +178 +26%
SNBOSCI
2381
Security National Bank of Sioux City Iowa
Iowa
$285K -$14.2K -40 -4%
JWM
2382
Jupiter Wealth Management
Colorado
$285K -$160K -450 -36%
HAS
2383
Holland Advisory Services
Florida
$285K – – –
MWP
2384
Madison Wealth Partners
Wisconsin
$285K -$8.9K -25 -3%
BDF
2385
Black Diamond Financial
Maryland
$283K +$356 +1 +0.1%
GW
2386
Griffith & Werner
Georgia
$282K – – –
BCM
2387
BluePointe Capital Management
California
$281K +$304K +853 New
1L
2388
10Elms LLP
Oklahoma
$281K – – –
NFA
2389
Northwest Financial Advisors
Virginia
$280K – – –
FC
2390
Financial Council
Maryland
$280K – – –
WFA
2391
WMG Financial Advisors
Tennessee
$280K +$1.78K +5 +0.6%
PCS
2392
Personal CFO Solutions
New Jersey
$278K +$70.9K +199 +31%
MEAC
2393
M.E. Allison & Co
Texas
$278K +$356 +1 +0.1%
MAG
2394
Mayfair Advisory Group
Alabama
$278K +$356 +1 +0.1%
DO
2395
denkapparat Operations
Germany
$278K -$81.9K -230 -21%
LPAM
2396
Lodestar Private Asset Management
California
$278K -$8.9K -25 -3%
EIG
2397
Ellenbecker Investment Group
Wisconsin
$278K +$712 +2 +0.2%
WWC
2398
Waypoint Wealth Counsel
Georgia
$277K -$22.4K -63 -7%
WFAG
2399
Wescott Financial Advisory Group
Pennsylvania
$277K -$12.1K -34 -4%
SSA
2400
South Street Advisors
New York
$277K – – –
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