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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
2451
Rothschild Capital Partners
New York
$1.06M +$1.76K +2 +0.2%
CPC
2452
CFC Planning Company
Indiana
$1.06M -$36K -41 -4%
BFG
2453
Beacon Financial Group
Texas
$1.06M +$59.7K +68 +7%
TBT
2454
Texas Bank & Trust
Texas
$1.05M +$161K +183 +23%
FWP
2455
Falcon Wealth Planning
California
$1.05M +$47.4K +54 +6%
WRPWM
2456
Werba Rubin Papier Wealth Management
California
$1.05M -$274K -312 -24%
FFC
2457
First Financial Corp
Indiana
$1.05M – – –
TCOK
2458
Trust Company of Kansas
Kansas
$1.05M -$87.8K -100 -9%
PCS
2459
Personal CFO Solutions
New Jersey
$1.05M -$36K -41 -4%
FAM
2460
Formidable Asset Management
Ohio
$1.05M +$149K +170 +13%
SWM
2461
Shrier Wealth Management
California
$1.05M +$297K +338 +52%
TWD
2462
True Wealth Design
Ohio
$1.04M -$32.5K -37 -4%
ACM
2463
Accent Capital Management
Ohio
$1.04M +$794K +904 +1,189%
KLWA
2464
Kelly Lawrence W & Associates
California
$1.04M – – –
RCM
2465
Raleigh Capital Management
North Carolina
$1.04M -$548K -624 -39%
WMN
2466
Wealth Management Nebraska
Nebraska
$1.04M -$53.6K -61 -6%
FI
2467
Fosun International
China
$1.04M – – –
RIM
2468
RW Investment Management
Idaho
$1.04M – – –
CVA
2469
Central Valley Advisors
California
$1.04M – – –
GWM
2470
Glass Wealth Management
Texas
$1.04M – – –
SPWG
2471
Syntegra Private Wealth Group
Missouri
$1.04M +$25.5K +29 +3%
SCI
2472
Stableford Capital II
Arizona
$1.04M -$334K -380 -28%
VCM
2473
Vision Capital Management
Oregon
$1.04M +$176K +200 +26%
RCM
2474
Requisite Capital Management
Texas
$1.04M +$75.5K +86 +10%
LIA
2475
Lynx Investment Advisory
District of Columbia
$1.04M -$113K -129 -12%
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99
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