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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2451
CFO4Life Group
Texas
$295K -$1.16K -3 -0.4%
LFA
2452
Laraway Financial Advisors
Minnesota
$295K +$315K +813 New
FFP
2453
Freedom Financial Partners
Minnesota
$295K +$315K +812 New
PHS
2454
Pekin Hardy Strauss
Illinois
$294K +$3.88K +10 +1%
PWM
2455
PMG Wealth Management
Illinois
$294K +$314K +810 New
DWM
2456
DecisionMap Wealth Management
Virginia
$293K +$314K +809 New
SRC
2457
Shufro Rose & Co
New York
$292K -$77.6K -200 -20%
AC
2458
ASB Consultores
Florida
$292K +$22.5K +58 +8%
CWMS
2459
Cannon Wealth Management Services
North Carolina
$291K +$8.53K +22 +3%
WCFA
2460
Walkner Condon Financial Advisors
Wisconsin
$291K -$67.5K -174 -18%
MAM
2461
McLean Asset Management
Virginia
$290K +$25.2K +65 +9%
APW
2462
Axim Planning & Wealth
Ohio
$290K -$6.21K -16 -2%
MA
2463
MBA Advisors
Pennsylvania
$290K -$273K -705 -47%
SWA
2464
Sightline Wealth Advisors
Connecticut
$289K – – –
GFG
2465
Grantvest Financial Group
New Jersey
$289K +$309K +797 New
AA
2466
Acorns Advisers
California
$289K +$77.2K +199 +33%
CCMT
2467
CMT Capital Markets Trading
Germany
$289K +$309K +798 New
PWA
2468
Peterson Wealth Advisors
Utah
$288K -$83.4K -215 -21%
KWM
2469
Keebeck Wealth Management
Illinois
$288K +$43K +111 +16%
RCP
2470
Rothschild Capital Partners
New York
$287K +$306K +790 New
FPB
2471
First PREMIER Bank
South Dakota
$286K – – –
TA
2472
TrueWealth Advisors
Alabama
$286K -$337K -869 -52%
BA
2473
Ballew Advisors
Mississippi
$285K -$1.55K -4 -0.5%
RMF
2474
Red Mountain Financial
Colorado
$285K -$4.65K -12 -2%
DI
2475
Disciplined Investments
Oklahoma
$285K +$2.33K +6 +0.8%
97 98
99
100 101