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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
2726
Breakthru Advisory Services
Wisconsin
$258K +$231K +540 New
HB
2727
Horizon Bancorp
Indiana
$257K +$108K +253 +89%
CA
2728
Carson Advisory
Georgia
$257K +$2.13K +5 +0.9%
FCG
2729
Fielder Capital Group
Tennessee
$257K +$2.13K +5 +0.9%
DPI
2730
Diversified Portfolios Inc
Michigan
$256K – – –
ATC
2731
Advantage Trust Company
Kansas
$256K -$171K -400 -43%
NCM
2732
Next Capital Management
New York
$255K +$228K +535 New
BW
2733
Blalock Williams
Alabama
$255K +$228K +534 New
CM
2734
Capula Management
Cayman Islands
$255K +$228K +534 New
KCP
2735
Kera Capital Partners
California
$255K +$228K +534 New
VCP
2736
Vista Capital Partners
Oregon
$254K +$227K +532 New
PIP
2737
Peachtree Investment Partners
Florida
$254K +$227K +532 New
PAS
2738
PKS Advisory Services
New York
$254K -$8.11K -19 -3%
ACC
2739
Acorn Creek Capital
Colorado
$253K +$227K +531 New
SFCL
2740
Strengthening Families & Communities LLC
Massachusetts
$253K +$226K +530 New
CIM
2741
Contravisory Investment Management
Massachusetts
$253K +$12.8K +30 +6%
IIA
2742
Integral Investment Advisors
California
$252K +$226K +529 New
MWA
2743
MN Wealth Advisors
Kansas
$251K +$225K +526 New
PAM
2744
Parvin Asset Management
South Dakota
$251K +$11.1K +26 +5%
WJA
2745
Willis Johnson & Associates
Texas
$251K +$224K +525 New
SWM
2746
Seed Wealth Management
Illinois
$251K -$391K -915 -64%
AC
2747
Asio Capital
Kentucky
$251K +$224K +525 New
CIS
2748
Custom Index Systems
New York
$250K +$224K +524 New
CWM
2749
Cherrydale Wealth Management
New Jersey
$249K – – –
GCM
2750
Gallacher Capital Management
Colorado
$249K -$5.55K -13 -2%
108 109
110
111 112