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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2426
Manske Wealth Management
Texas
$392K +$2.13K +5 +0.6%
APM
2427
a16z Perennial Management
California
$392K +$351K +822 New
AWCI
2428
Alpine Woods Capital Investors
New York
$392K – – –
NFP
2429
Narus Financial Partners
Utah
$392K +$27.7K +65 +9%
SWMG
2430
Stillwater Wealth Management Group
Florida
$391K +$350K +820 New
MA
2431
MBA Advisors
Pennsylvania
$390K +$19.2K +45 +6%
BFA
2432
Bright Financial Advisors
Michigan
$389K – – –
FFP
2433
Freedom Financial Partners
Minnesota
$388K – – –
ACA
2434
American Capital Advisory
Idaho
$388K +$341K +798 +5,700%
QL
2435
Quarry LP
New York
$387K +$347K +812 New
TA
2436
TrueWealth Advisors
Alabama
$387K +$29.5K +69 +9%
CF
2437
Cyr Financial
Illinois
$387K +$8.54K +20 +3%
VWM
2438
Vigilare Wealth Management
Arizona
$387K -$85.4K -200 -20%
AWM
2439
Arista Wealth Management
Nevada
$387K -$17.1K -40 -5%
EL
2440
EWA LLC
Pennsylvania
$387K +$36.3K +85 +12%
BHWM
2441
Beaird Harris Wealth Management
Texas
$386K +$44K +103 +15%
DWM
2442
DecisionMap Wealth Management
Virginia
$386K +$6.4K +15 +2%
JWM
2443
Jupiter Wealth Management
Colorado
$386K – – –
OCPWS
2444
One Charles Private Wealth Services
Massachusetts
$385K +$3.84K +9 +1%
EWA
2445
Encompass Wealth Advisors
Oregon
$384K -$8.54K -20 -2%
CWMS
2446
Cannon Wealth Management Services
North Carolina
$384K +$854 +2 +0.2%
EIG
2447
Ellenbecker Investment Group
Wisconsin
$383K +$5.12K +12 +2%
SWA
2448
SOA Wealth Advisors
New York
$382K +$23.5K +55 +7%
EFG
2449
Embree Financial Group
Illinois
$380K -$8.54K -20 -2%
SSC
2450
Syverson Strege & Co
Iowa
$380K -$18.4K -43 -5%
96 97
98
99 100