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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2701
Hall Capital Management
Rhode Island
$216K +$231K +595 New
EE
2702
EWG Elevate
California
$216K +$230K +594 New
WSWA
2703
Warren Street Wealth Advisors
California
$215K +$2.33K +6 +1%
NFC
2704
Northeast Financial Consultants
Connecticut
$215K – – –
CCP
2705
Cushing Capital Partners
Wisconsin
$214K +$229K +591 New
AHL
2706
Abel Hall LLC
Louisiana
$214K +$5.82K +15 +3%
GI
2707
GAMCO Investors
Connecticut
$213K +$18.6K +48 +9%
PSB
2708
Piscataqua Savings Bank
New Hampshire
$213K – – –
PSFG
2709
Prairie Sky Financial Group
Illinois
$212K – – –
LCC
2710
Lincoln Capital Corp
Rhode Island
$212K +$22.5K +58 +11%
BWM
2711
BCO Wealth Management
New Mexico
$212K +$227K +585 New
DWM
2712
DKM Wealth Management
California
$212K +$227K +585 New
RIM
2713
RW Investment Management
Idaho
$212K -$24.8K -64 -10%
BHWM
2714
Beaird Harris Wealth Management
Texas
$211K +$20.9K +54 +10%
NRW
2715
Nova R Wealth
Kansas
$211K – – –
KAS
2716
KPP Advisory Services
Kentucky
$211K -$3.1K -8 -1%
HBWM
2717
Hollow Brook Wealth Management
New York
$211K – – –
FMTC
2718
Farmers & Merchants Trust Company
California
$211K +$225K +581 New
RH
2719
RFG Holdings
Texas
$210K -$6.21K -16 -3%
GF
2720
GGM Financials
Ohio
$210K +$225K +580 New
WI
2721
Wintrust Investments
Illinois
$210K -$161K -416 -42%
LWA
2722
Lifelong Wealth Advisors
Minnesota
$210K +$225K +579 New
CWM
2723
Cherrydale Wealth Management
New Jersey
$210K – – –
YWS
2724
Yarger Wealth Strategies
Ohio
$210K +$5.43K +14 +2%
HI
2725
Human Investing
Oregon
$209K -$1.16K -3 -0.5%
107 108
109
110 111