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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2376
Capula Management
Cayman Islands
$288K +$244K +684 +362%
SFPG
2377
Stonebridge Financial Planning Group
Florida
$288K -$5.34K -15 -2%
TWA
2378
Tandem Wealth Advisors
Arizona
$287K -$50.6K -142 -14%
CCM
2379
Cullen Capital Management
New York
$287K – – –
MWA
2380
Medallion Wealth Advisors
Connecticut
$286K +$144K +405 +88%
CWG
2381
Crown Wealth Group
North Carolina
$286K +$4.63K +13 +2%
FWA
2382
FSM Wealth Advisors
Ohio
$286K +$63.4K +178 +26%
SNBOSCI
2383
Security National Bank of Sioux City Iowa
Iowa
$285K -$14.2K -40 -4%
JWM
2384
Jupiter Wealth Management
Colorado
$285K -$160K -450 -36%
HAS
2385
Holland Advisory Services
Florida
$285K – – –
MWP
2386
Madison Wealth Partners
Wisconsin
$285K -$8.9K -25 -3%
BDF
2387
Black Diamond Financial
Maryland
$283K +$356 +1 +0.1%
GW
2388
Griffith & Werner
Georgia
$282K – – –
BCM
2389
BluePointe Capital Management
California
$281K +$304K +853 New
1L
2390
10Elms LLP
Oklahoma
$281K – – –
NFA
2391
Northwest Financial Advisors
Virginia
$280K – – –
FC
2392
Financial Council
Maryland
$280K – – –
WFA
2393
WMG Financial Advisors
Tennessee
$280K +$1.78K +5 +0.6%
PCS
2394
Personal CFO Solutions
New Jersey
$278K +$70.9K +199 +31%
MEAC
2395
M.E. Allison & Co
Texas
$278K +$356 +1 +0.1%
MAG
2396
Mayfair Advisory Group
Alabama
$278K +$356 +1 +0.1%
DO
2397
denkapparat Operations
Germany
$278K -$81.9K -230 -21%
LPAM
2398
Lodestar Private Asset Management
California
$278K -$8.9K -25 -3%
EIG
2399
Ellenbecker Investment Group
Wisconsin
$278K +$712 +2 +0.2%
WWC
2400
Waypoint Wealth Counsel
Georgia
$277K -$22.4K -63 -7%
94 95
96
97 98