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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWL
2526
Causey Wealth LLC
Colorado
$234K – – –
SFC
2527
Strategic Financial Concepts
Texas
$234K +$2.49K +7 +1%
LA
2528
Lynch & Associates
Indiana
$233K -$712 -2 -0.3%
GP
2529
Geneva Partners
Wisconsin
$233K – – –
EBSAM
2530
Eubel Brady & Suttman Asset Management
Ohio
$233K +$356 +1 +0.1%
JFL
2531
Jarislowsky, Fraser Ltd
Quebec, Canada
$233K – – –
BA
2532
Ballast Advisors
Minnesota
$231K -$712K -2,000 -74%
CWP
2533
Core Wealth Partners
California
$231K – – –
IP
2534
Integras Partners
Georgia
$231K – – –
KIA
2535
Knollwood Investment Advisory
Maryland
$231K – – –
HI
2536
Human Investing
Oregon
$231K +$43.8K +123 +21%
SA
2537
Sylvest Advisors
Texas
$230K – – –
CCG
2538
Chatham Capital Group
Georgia
$230K – – –
CNWM
2539
Clay Northam Wealth Management
California
$229K – – –
PWA
2540
Physician Wealth Advisors
Utah
$228K +$3.21K +9 +1%
PPH
2541
Pure Portfolios Holdings
Oregon
$228K +$33.8K +95 +16%
AIMA
2542
Ables Iannone Moore & Associates
Georgia
$227K +$712 +2 +0.3%
EA
2543
Enclave Advisors
Texas
$227K -$8.19K -23 -3%
CSI
2544
Clark & Stuart Inc
Maine
$227K -$1.03M -2,895 -81%
BFW
2545
Brady Family Wealth
Missouri
$227K +$356 +1 +0.1%
BW
2546
BIP Wealth
Georgia
$227K – – –
CAC
2547
Certified Advisory Corp
Florida
$226K -$3.56K -10 -1%
GFL
2548
Granite FO LLC
New Hampshire
$226K – – –
PCFFS
2549
Pacific Center for Financial Services
California
$226K +$712 +2 +0.3%
KWM
2550
Kiker Wealth Management
Georgia
$226K +$244K +685 New
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