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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DSAM
2401
Dock Street Asset Management
Florida
$769K +$751K +1,085 New
MAG
2402
Mayfair Advisory Group
Alabama
$768K +$180K +260 +32%
MWA
2403
Meridian Wealth Advisors
Texas
$766K +$9.7K +14 +1%
VPWA
2404
Vestia Personal Wealth Advisors
Indiana
$765K +$2.77K +4 +0.4%
AGP
2405
Aspire Growth Partners
Florida
$763K +$1.39K +2 +0.2%
CWA
2406
CJM Wealth Advisers
Virginia
$762K -$91.4K -132 -11%
SFC
2407
SYM Financial Corp
Indiana
$761K +$19.4K +28 +3%
GCA
2408
Greenwood Capital Associates
South Carolina
$761K – – –
LFGO
2409
Legacy Financial Group (Oklahoma)
Oklahoma
$761K -$2.08K -3 -0.3%
WDG
2410
Wealth Dimensions Group
Ohio
$759K -$6.93K -10 -0.9%
DOA
2411
D'Orazio & Associates
Virginia
$758K +$5.54K +8 +0.8%
CFGSD
2412
Compass Financial Group (South Dakota)
South Dakota
$754K +$693 +1 +0.1%
CWG
2413
Crown Wealth Group
North Carolina
$754K +$29.1K +42 +4%
EL
2414
EWA LLC
Pennsylvania
$754K +$118K +170 +19%
OFA
2415
Onyx Financial Advisors
Idaho
$754K +$1.39K +2 +0.2%
SW
2416
SkyOak Wealth
Michigan
$754K – – –
VCAM
2417
Van Cleef Asset Management
Ohio
$753K -$17.3K -25 -2%
PWP
2418
Phillips Wealth Planners
Mississippi
$752K -$77.6K -112 -12%
CPW
2419
Crestmont Private Wealth
Texas
$751K +$43.6K +63 +6%
PIP
2420
Peachtree Investment Partners
Florida
$751K +$16.6K +24 +2%
FAM
2421
Formidable Asset Management
Ohio
$749K +$18K +26 +2%
RIS
2422
Richmond Investment Services
Wisconsin
$749K +$171K +247 +30%
MWA
2423
Miller Wealth Advisors
Colorado
$748K – – –
GCA
2424
Gradient Capital Advisors
California
$748K -$44.3K -64 -6%
NBWM
2425
North Berkeley Wealth Management
California
$747K -$120K -173 -14%
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