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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
2451
Werba Rubin Papier Wealth Management
California
$219K +$191K +597 New
PWP
2452
Phillips Wealth Planners
Mississippi
$218K +$194K +606 New
HCM
2453
Hall Capital Management
Rhode Island
$218K +$190K +595 New
PHAM
2454
Palisades Hudson Asset Management
Florida
$218K +$190K +595 New
PWS
2455
Precision Wealth Strategies
Missouri
$217K +$189K +592 New
FA
2456
Faithward Advisors
Pennsylvania
$217K +$189K +591 New
FW
2457
FirstPurpose Wealth
Utah
$216K +$185K +580 New
GGI
2458
Godsey & Gibb Inc
Virginia
$216K -$12.8K -40 -6%
NRW
2459
Nova R Wealth
Kansas
$215K +$188K +588 New
PSB
2460
Piscataqua Savings Bank
New Hampshire
$215K -$32K -100 -15%
FWA
2461
FSM Wealth Advisors
Ohio
$214K +$187K +585 New
PSFG
2462
Prairie Sky Financial Group
Illinois
$214K +$187K +585 New
FWM
2463
ForthRight Wealth Management
Georgia
$214K +$187K +584 New
BHWM
2464
Beaird Harris Wealth Management
Texas
$214K +$6.71K +21 +4%
TWA
2465
Talisman Wealth Advisors
New Jersey
$212K +$184K +577 New
FDDB
2466
Fidelity D&D Bancorp
Pennsylvania
$211K +$184K +576 New
AF
2467
Aldebaran Financial
$211K +$184K +575 New
PCM
2468
Prelude Capital Management
New York
$211K +$184K +575 New
HI
2469
Human Investing
Oregon
$210K +$183K +574 New
ZIMP
2470
Zimmermann Investment Management & Planning
Pennsylvania
$210K +$183K +573 New
NWM
2471
Northcape Wealth Management
New York
$210K -$51.1K -160 -22%
OFW
2472
Omnia Family Wealth
Florida
$210K +$183K +572 New
RB
2473
Renasant Bank
Mississippi
$209K +$182K +571 New
GCIM
2474
Gunn & Company Investment Management
Florida
$209K -$264K -827 -59%
FC
2475
Financial Council
Maryland
$209K +$182K +570 New
97 98
99
100 101