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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
2551
Grantvest Financial Group
New Jersey
$329K – – –
PCFFS
2552
Pacific Center for Financial Services
California
$329K +$854 +2 +0.3%
CAC
2553
Certified Advisory Corp
Florida
$329K +$427 +1 +0.1%
BPFA
2554
Barnes Pettey Financial Advisors
Mississippi
$329K +$16.6K +39 +6%
GD
2555
Grandfield & Dodd
New York
$328K – – –
BL
2556
Balentine LLC
Georgia
$327K -$5.55K -13 -2%
GFL
2557
Granite FO LLC
New Hampshire
$327K – – –
CIM
2558
Cambria Investment Management
California
$327K +$292K +685 New
KOMWMG
2559
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$327K -$854 -2 -0.3%
LWM
2560
LeConte Wealth Management
Tennessee
$326K +$44.4K +104 +18%
AI
2561
AXS Investments
New York
$326K -$158K -370 -35%
PTB
2562
Pioneer Trust Bank
Oregon
$326K – – –
CNWM
2563
Clay Northam Wealth Management
California
$325K -$5.98K -14 -2%
FFA
2564
Florida Financial Advisors
Florida
$325K -$58.9K -138 -17%
PMA
2565
Prudent Man Advisors
Illinois
$324K – – –
BA
2566
Ballast Advisors
Minnesota
$323K -$10.2K -24 -3%
A
2567
Argentarii
Ohio
$323K +$427 +1 +0.1%
GFA
2568
Gallagher Fiduciary Advisors
Illinois
$323K -$49.5K -116 -15%
HI
2569
Human Investing
Oregon
$322K +$10.2K +24 +4%
MA
2570
MKT Advisors
California
$321K -$9.82K -23 -3%
NFSG
2571
Newbridge Financial Services Group
Florida
$320K -$1.69M -3,954 -85%
DW30
2572
Drucker Wealth 3.0
New Jersey
$320K +$46.5K +109 +19%
BBI
2573
Baxter Bros Inc
Connecticut
$320K -$427 -1 -0.1%
SLT
2574
St Louis Trust
Missouri
$319K – – –
MP
2575
McDonald Partners
Ohio
$318K -$13.2K -31 -4%
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