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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2376
Jupiter Wealth Management
Colorado
$613K – – –
ALA
2377
Atlas Legacy Advisors
California
$612K +$115K +207 +25%
MWA
2378
Meridian Wealth Advisors
Texas
$612K -$739K -1,330 -55%
FAM
2379
Formidable Asset Management
Ohio
$612K -$11.1K -20 -2%
CWA
2380
Consilium Wealth Advisory
Texas
$612K – – –
XPN
2381
XY Planning Network
Montana
$612K +$190K +342 +47%
SNBOSCI
2382
Security National Bank of Sioux City Iowa
Iowa
$610K – – –
CFGSD
2383
Compass Financial Group (South Dakota)
South Dakota
$609K -$31.1K -56 -5%
SW
2384
SkyOak Wealth
Michigan
$609K -$20.6K -37 -3%
DOA
2385
D'Orazio & Associates
Virginia
$609K +$18.9K +34 +3%
OFA
2386
Onyx Financial Advisors
Idaho
$608K +$1.67K +3 +0.3%
RMC
2387
Ring Mountain Capital
California
$608K -$20.6K -37 -4%
MCM
2388
Manchester Capital Management
Vermont
$608K +$53.4K +96 +10%
MWA
2389
Miller Wealth Advisors
Colorado
$605K – – –
VP
2390
Verum Partners
North Carolina
$604K +$3.89K +7 +0.7%
WAOI
2391
Wealth Advisors of Iowa
Iowa
$603K +$325K +585 +125%
AFA
2392
Antonelli Financial Advisors
Michigan
$603K – – –
CWA
2393
Clarity Wealth Advisors
California
$603K – – –
SPWG
2394
Syntegra Private Wealth Group
Missouri
$602K +$7.22K +13 +1%
FBT
2395
First Bankers Trust
Kentucky
$600K – – –
SFC
2396
SYM Financial Corp
Indiana
$600K +$34.5K +62 +6%
GWSG
2397
GPS Wealth Strategies Group
Colorado
$598K -$1.87M -3,356 -76%
AIS
2398
American Investment Services
Massachusetts
$598K +$342K +615 +144%
MSWM
2399
Mowery & Schoenfeld Wealth Management
Illinois
$596K +$8.34K +15 +1%
PWP
2400
Phillips Wealth Planners
Mississippi
$596K -$67.3K -121 -12%
94 95
96
97 98