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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIC
2726
Orion Investment Company
Missouri
$209K – – –
TAM
2727
TCP Asset Management
Ohio
$209K – – –
KA
2728
KDT Advisors
New York
$209K +$223K +575 New
BTWM
2729
Brass Tax Wealth Management
Ohio
$208K -$7.76K -20 -3%
JPLA
2730
Joseph P. Lucia & Associates
New York
$208K +$8.53K +22 +4%
BDFN
2731
Bond & Devick Financial Network
Minnesota
$207K – – –
RB
2732
Renasant Bank
Mississippi
$206K +$388 +1 +0.2%
MWA
2733
Motive Wealth Advisors
Michigan
$206K +$220K +568 New
PP
2734
PrairieView Partners
Minnesota
$206K +$388 +1 +0.2%
EWM
2735
EPG Wealth Management
Georgia
$205K +$776 +2 +0.4%
PMG
2736
ProVise Management Group
Florida
$205K -$263K -679 -55%
AWM
2737
Ameliora Wealth Management
Switzerland
$205K +$25.2K +65 +13%
TS
2738
TradeWell Securities
Indiana
$205K +$219K +564 New
CCWM
2739
Correct Capital Wealth Management
Missouri
$204K – – –
RIG
2740
Renaissance Investment Group
Massachusetts
$204K – – –
FMP
2741
Financial Management Professionals
Texas
$204K +$55.8K +144 +34%
WIM
2742
Waverton Investment Management
United Kingdom
$204K +$218K +562 New
GDP
2743
Great Diamond Partners
Maine
$204K +$12.8K +33 +6%
C1AG
2744
Client 1st Advisory Group
Florida
$203K – – –
UW
2745
Unique Wealth
Florida
$202K +$2.33K +6 +1%
WF
2746
WoodTrust Financial
Wisconsin
$202K -$3.49K -9 -2%
PAS
2747
PKS Advisory Services
New York
$202K +$216K +556 New
PGAM
2748
Princeton Global Asset Management
New Jersey
$201K – – –
BDA
2749
Borer Denton & Associates
Pennsylvania
$201K – – –
BWM
2750
BlackDiamond Wealth Management
New York
$200K +$214K +553 New
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