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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2451
Manske Wealth Management
Texas
$317K +$11K +33 +4%
WCFA
2452
Walkner Condon Financial Advisors
Wisconsin
$316K – – –
BFA
2453
Bright Financial Advisors
Michigan
$316K – – –
CIC
2454
Chase Investment Counsel
Virginia
$316K – – –
FFP
2455
Freedom Financial Partners
Minnesota
$316K – – –
LFA
2456
Laraway Financial Advisors
Minnesota
$316K – – –
SHFP
2457
Second Half Financial Partners
Florida
$316K +$271K +813 New
HWAM
2458
Hennion & Walsh Asset Management
New Jersey
$315K -$216K -648 -44%
SWG
2459
Summit Wealth Group
Vermont
$315K +$271K +812 New
MHC
2460
May Hill Capital
Massachusetts
$314K +$43.7K +131 +19%
MAM
2461
McLean Asset Management
Virginia
$313K +$11K +33 +4%
MMA
2462
Mizuho Markets Americas
New York
$313K -$799K -2,396 -75%
TWD
2463
True Wealth Design
Ohio
$312K -$4K -12 -1%
CWMS
2464
Cannon Wealth Management Services
North Carolina
$311K +$1K +3 +0.4%
APW
2465
Axim Planning & Wealth
Ohio
$311K -$5.33K -16 -2%
ME
2466
McIlrath & Eck
Washington
$310K +$49.3K +148 +23%
OCPWS
2467
One Charles Private Wealth Services
Massachusetts
$310K – – –
RWM
2468
Riverbend Wealth Management
South Carolina
$310K +$16.3K +49 +7%
LEA
2469
Legacy Edge Advisors
New York
$309K -$2.33K -7 -0.9%
RW
2470
Rede Wealth
Virginia
$309K -$5K -15 -2%
DWM
2471
DecisionMap Wealth Management
Virginia
$308K +$3K +9 +1%
OIS
2472
OneAscent Investment Solutions
Alabama
$308K -$95K -285 -26%
GFA
2473
Gallagher Fiduciary Advisors
Illinois
$307K +$667 +2 +0.3%
EIG
2474
Ellenbecker Investment Group
Wisconsin
$307K -$17K -51 -6%
CWMK
2475
Caliber Wealth Management (Kansas)
Kansas
$307K +$264K +791 New
97 98
99
100 101