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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2701
Pinnacle Bancorp
Nebraska
$225K – – –
OA
2702
Oak Associates
Ohio
$225K +$193K +579 New
WSWA
2703
Warren Street Wealth Advisors
California
$225K +$193K +579 New
MPM
2704
Meritage Portfolio Management
Kansas
$224K +$193K +578 New
MWA
2705
Motive Wealth Advisors
Michigan
$224K +$192K +577 New
OIC
2706
Orion Investment Company
Missouri
$223K +$192K +575 New
TAM
2707
TCP Asset Management
Ohio
$223K +$192K +575 New
SW
2708
Solidarity Wealth
Utah
$223K -$1.83M -5,500 -91%
CAS
2709
Coppell Advisory Solutions
Texas
$223K +$193K +578 New
FWM
2710
Forza Wealth Management
Florida
$222K +$191K +573 New
WFA
2711
Wellspring Financial Advisors
Ohio
$221K +$190K +570 New
TS
2712
TradeWell Securities
Indiana
$221K +$189K +568 New
MSG
2713
Main Street Group
Virginia
$220K -$4K -12 -2%
WCG
2714
Weaver Consulting Group
California
$219K +$188K +564 New
RIG
2715
Renaissance Investment Group
Massachusetts
$219K +$188K +563 New
AWG
2716
Altus Wealth Group
Colorado
$218K -$31K -93 -14%
WIM
2717
Waverton Investment Management
United Kingdom
$218K +$187K +562 New
CIG
2718
Cascade Investment Group
Colorado
$218K +$187K +561 New
CCWM
2719
Correct Capital Wealth Management
Missouri
$217K +$187K +560 New
UW
2720
Unique Wealth
Florida
$217K +$187K +560 New
PGAM
2721
Princeton Global Asset Management
New Jersey
$217K +$46.3K +139 +33%
C1AG
2722
Client 1st Advisory Group
Florida
$217K +$186K +559 New
TTIC
2723
Tower Trust & Investment Company
Iowa
$216K – – –
PFM
2724
Phillips Financial Management
Indiana
$216K +$185K +556 New
CFO
2725
Collective Family Office
Pennsylvania
$215K +$185K +555 New
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