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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWML
2701
Todd Wealth Management, LLC
Florida
$803K +$878 +1 +0.1%
AFA
2702
Antonelli Financial Advisors
Michigan
$801K – – –
GPI
2703
General Partner Inc
Pennsylvania
$801K – – –
CA
2704
Commerce Advisors
Tennessee
$800K +$9.66K +11 +1%
LAMC
2705
Longview Asset Management (California)
California
$800K -$340K -387 -34%
HWMG
2706
Hurlow Wealth Management Group
Indiana
$800K +$878 +1 +0.1%
AIC
2707
Archer Investment Corporation
Indiana
$799K -$79.1K -90 -11%
MWM
2708
MinichMacGregor Wealth Management
New York
$799K -$36K -41 -5%
PP
2709
Pingora Partners
Wyoming
$799K – – –
PSP
2710
Principal Street Partners
Tennessee
$799K +$20.2K +23 +3%
C1AG
2711
Client 1st Advisory Group
Florida
$799K +$82.6K +94 +14%
FIA
2712
FNY Investment Advisers
New York
$798K +$659K +750 New
GW
2713
Griffith & Werner
Georgia
$796K -$11.4K -13 -2%
FLP
2714
Financial Life Planners
Arizona
$796K +$488K +556 +291%
ESC
2715
Eurizon SLJ Capital
$795K – – –
GD
2716
Grandfield & Dodd
New York
$793K – – –
BWP
2717
Barlow Wealth Partners
Kentucky
$793K – – –
JA
2718
JVL Associates
Michigan
$789K +$50.1K +57 +8%
TA
2719
TrueWealth Advisors
Alabama
$788K -$48.3K -55 -7%
JWM
2720
JGP Wealth Management
Oregon
$787K +$5.27K +6 +0.8%
SW
2721
SMART Wealth
Nebraska
$787K – – –
CWP
2722
Core Wealth Partners
California
$786K +$33.4K +38 +5%
JF
2723
JSF Financial
California
$785K -$12.3K -14 -2%
GXJ
2724
Global X Japan
Japan
$785K -$170K -194 -21%
CWMGO
2725
Capstone Wealth Management Group (Oregon)
Oregon
$784K -$87.8K -100 -12%
107 108
109
110 111