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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2576
Sage Rhino Capital
California
$217K +$191K +554 New
QWM
2577
Quaker Wealth Management
New Jersey
$216K +$191K +553 New
BDA
2578
Borer Denton & Associates
Pennsylvania
$216K +$191K +553 New
GAM
2579
Garrison Asset Management
Arkansas
$216K +$190K +551 New
JCM
2580
Jacobsen Capital Management
Utah
$216K +$190K +551 New
SLC
2581
Second Line Capital
Louisiana
$216K +$190K +551 New
UW
2582
Unique Wealth
Florida
$216K +$190K +551 New
SC
2583
Stephens Consulting
Michigan
$215K – – –
JPLA
2584
Joseph P. Lucia & Associates
New York
$215K -$34.5K -100 -15%
PCMH
2585
Polymer Capital Management (HK)
Hong Kong
$215K -$138K -400 -42%
FNBOO
2586
First National Bank of Omaha
Nebraska
$215K +$190K +550 New
SSI
2587
Scott & Selber Inc
Texas
$215K +$190K +550 New
SF
2588
Safeguard Financial
Wisconsin
$215K +$190K +549 New
SP
2589
Successful Portfolios
Florida
$215K +$190K +549 New
SWM
2590
Sagace Wealth Management
Florida
$215K +$188K +545 New
HWP
2591
Hibernia Wealth Partners
Louisiana
$215K +$190K +549 New
FCM
2592
Family Capital Management
Michigan
$214K +$189K +546 New
GWA
2593
Gibson Wealth Advisors
Texas
$213K +$188K +545 New
BWA
2594
Burt Wealth Advisors
Maryland
$213K +$188K +544 New
FCG
2595
Fielder Capital Group
Tennessee
$213K +$188K +544 New
WCG
2596
Weaver Consulting Group
California
$212K +$188K +543 New
CWA
2597
Consilio Wealth Advisors
Washington
$212K +$187K +542 New
GI
2598
GAMCO Investors
Connecticut
$211K +$186K +540 New
EW
2599
Element Wealth
Mississippi
$210K +$185K +537 New
HFF
2600
Halter Ferguson Financial
Indiana
$210K +$185K +537 New
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