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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2701
Websterrogers Financial Advisors
South Carolina
$418K – – –
MFS
2702
Miller Financial Services
Michigan
$417K -$247K -445 -38%
PSP
2703
Principal Street Partners
Tennessee
$416K -$106K -191 -21%
EPM
2704
Elm Partners Management
Pennsylvania
$414K +$16.7K +30 +4%
CWL
2705
Causey Wealth LLC
Colorado
$412K +$5K +9 +1%
CG
2706
Clarus Group
Texas
$412K +$556 +1 +0.1%
AGA
2707
Accuvest Global Advisors
Utah
$412K +$400K +719 New
MA
2708
MKT Advisors
California
$411K +$556 +1 +0.1%
TCM
2709
Traub Capital Management
Massachusetts
$411K -$5.56K -10 -1%
SHF
2710
Safe Harbor Fiduciary
Florida
$411K +$399K +717 New
CWMGO
2711
Capstone Wealth Management Group (Oregon)
Oregon
$411K +$6.11K +11 +2%
GP
2712
Geneva Partners
Wisconsin
$410K +$5K +9 +1%
SFS
2713
Strategic Financial Services
New York
$409K – – –
S
2714
SharpePoint
Arizona
$408K +$396K +712 New
LTAS
2715
Linden Thomas Advisory Services
North Carolina
$407K +$11.1K +20 +3%
4A
2716
4Wealth Advisors
Illinois
$407K -$1.11K -2 -0.3%
BCP
2717
Berkeley Capital Partners
Georgia
$407K +$93.9K +169 +31%
BWFA
2718
Baltimore-Washington Financial Advisors
Maryland
$406K +$6.11K +11 +2%
PCP
2719
Proficio Capital Partners
Massachusetts
$406K -$36.7K -66 -9%
SBWIC
2720
Schaper Benz & Wise Investment Counsel
Wisconsin
$405K +$1.11K +2 +0.3%
PWM
2721
Penobscot Wealth Management
Maine
$404K +$556 +1 +0.1%
FPH
2722
Financial Planning Hawaii
Hawaii
$404K +$392K +706 New
QWM
2723
QP Wealth Management
New Jersey
$404K +$392K +706 New
OCM
2724
Orion Capital Management
California
$404K – – –
BA
2725
Ballast Advisors
Minnesota
$404K +$15.6K +28 +4%
107 108
109
110 111