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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
2601
Stonehaven Wealth & Tax Solutions
Wisconsin
$213K +$6.41K +18 +3%
BTWM
2602
Brass Tax Wealth Management
Ohio
$213K +$25.6K +72 +13%
SWP
2603
Semus Wealth Partners
Florida
$213K +$712 +2 +0.3%
CFS
2604
Coordinated Financial Services
Colorado
$213K +$356 +1 +0.2%
A
2605
Argentarii
Ohio
$213K +$2.49K +7 +1%
EFG
2606
Embree Financial Group
Illinois
$213K -$95.8K -269 -29%
PWA
2607
Peterson Wealth Advisors
Utah
$213K -$11.4K -32 -4%
ABWM
2608
Alpine Bank Wealth Management
Colorado
$212K +$229K +644 New
OWA
2609
ORBA Wealth Advisors
Illinois
$211K – – –
OC
2610
Optima Capital
Oregon
$211K -$1.78K -5 -0.8%
CWI
2611
Conscious Wealth Investments
Florida
$211K +$230K +647 New
PCA
2612
Peddock Capital Advisors
Massachusetts
$210K +$2.49K +7 +1%
OC
2613
Opinicus Capital
Florida
$209K -$4.99K -14 -2%
BMWS
2614
Brady Martz Wealth Solutions
North Dakota
$209K – – –
TWA
2615
Talisman Wealth Advisors
New Jersey
$208K +$356 +1 +0.2%
BIG
2616
Bush Investment Group
Georgia
$208K – – –
LCC
2617
Lincoln Capital Corp
Rhode Island
$208K +$16K +45 +8%
RB
2618
Renasant Bank
Mississippi
$207K +$21K +59 +10%
MAM
2619
McLean Asset Management
Virginia
$207K -$16.7K -47 -6%
CVM
2620
Cheviot Value Management
California
$206K -$33.8K -95 -13%
SC
2621
Stephens Consulting
Michigan
$206K +$62.3K +175 +39%
FBT
2622
First Bank & Trust
South Dakota
$206K -$20.3K -57 -8%
BMM
2623
Buffington Mohr McNeal
Idaho
$206K – – –
RIM
2624
RW Investment Management
Idaho
$206K +$14.6K +41 +7%
COFSG
2625
Carbahal Olsen Financial Services Group
California
$205K +$221K +621 New
103 104
105
106 107