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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFG
2451
Wall Street Financial Group
Illinois
$569K +$5.56K +10 +1%
DF
2452
Daviman Financial
Indiana
$568K +$551K +992 New
PPWM
2453
Paragon Private Wealth Management
Kentucky
$568K +$48.9K +88 +10%
CCG
2454
Catalina Capital Group
California
$567K – – –
NA
2455
Nautilus Advisors
California
$566K – – –
CP
2456
Castleview Partners
Texas
$565K +$56.1K +101 +11%
JRPIM
2457
Journey Retirement Planning & Investment Management
Idaho
$564K +$547K +984 New
HCM
2458
Hutchinson Capital Management
California
$564K -$17.2K -31 -3%
HFBOT
2459
Home Federal Bank of Tennessee
Tennessee
$564K – – –
SPWM
2460
Spartan Planning & Wealth Management
North Carolina
$563K +$65K +117 +14%
AWA
2461
Acumen Wealth Advisors
Tennessee
$562K +$545K +981 New
CFG
2462
Capital Financial Group
Colorado
$562K +$545K +981 New
MWP
2463
Meredith Wealth Planning
Illinois
$561K -$111K -200 -17%
BFG
2464
Bouchey Financial Group
New York
$561K +$24.5K +44 +5%
CVA
2465
Central Valley Advisors
California
$561K -$29.5K -53 -5%
KLWA
2466
Kelly Lawrence W & Associates
California
$561K – – –
PMFA
2467
Plante Moran Financial Advisors
Michigan
$560K – – –
LA
2468
Legacy Advisors
Pennsylvania
$559K +$12.8K +23 +2%
HFP
2469
Holistic Financial Partners
Indiana
$557K +$7.22K +13 +1%
GSWA
2470
Good Steward Wealth Advisors
Tennessee
$557K -$25K -45 -4%
OP
2471
ORG Partners
Indiana
$555K +$3.89K +7 +0.7%
EA
2472
Ellsworth Advisors
Ohio
$553K +$14.5K +26 +3%
BPW
2473
Bingham Private Wealth
California
$552K +$536K +964 New
BAM
2474
Blueshift Asset Management
New Jersey
$552K +$535K +963 New
DCU
2475
Dara Capital US
Florida
$549K +$532K +958 New
97 98
99
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