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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2426
Ruedi Wealth Management
Illinois
$94.4K – – –
PP
2427
PrairieView Partners
Minnesota
$94K -$59.7K -230 -42%
ODG
2428
O'Dell Group
Ohio
$93.2K +$81.7K +315 New
MFA
2429
McClarren Financial Advisors
Pennsylvania
$90K +$259 +1 +0.3%
SSG
2430
Summit Securities Group
New York
$89K -$130K -500 -63%
CSWM
2431
Cassady Schiller Wealth Management
Ohio
$88.7K – – –
MBFW
2432
Morton Brown Family Wealth
Pennsylvania
$85.7K – – –
CPG
2433
Cornerstone Planning Group
New Jersey
$84.8K -$5.19K -20 -7%
BC
2434
Barrett & Company
Rhode Island
$83.5K – – –
SWS
2435
SYSTM Wealth Solutions
Illinois
$83.5K +$73.2K +282 New
BL
2436
BFSG LLC
California
$81.3K +$71.3K +275 New
AW
2437
Avion Wealth
Texas
$80K -$2.33K -9 -3%
VIA
2438
Virtus Investment Advisers
Connecticut
$79.5K – – –
WPA
2439
West Paces Advisors
Georgia
$78.1K +$1.82K +7 +3%
BHWM
2440
Bay Harbor Wealth Management
Maryland
$77.5K – – –
SA
2441
Scarborough Advisors
Maryland
$76.9K +$67.4K +260 New
TWD
2442
True Wealth Design
Ohio
$74.7K – – –
NSG
2443
Nalls Sherbakoff Group
Tennessee
$74.2K -$90.8K -350 -58%
LFASL
2444
Lugano Financial Advisors SA (LFA)
Switzerland
$73.9K -$195K -750 -75%
GA
2445
GoalVest Advisory
New York
$73.9K -$3.37K -13 -5%
CFFP
2446
Center for Financial Planning
Michigan
$73.9K – – –
SJIM
2447
St. Johns Investment Management
Florida
$73.9K – – –
FCMT
2448
Founders Capital Management (Texas)
Texas
$73.7K -$3.37K -13 -5%
JFA
2449
JNBA Financial Advisors
Minnesota
$72.7K – – –
TC
2450
Tacita Capital
Ontario, Canada
$72.4K -$16.9K -65 -21%
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98
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