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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
2876
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$647K -$3.51K -4 -0.7%
KFA
2877
Kapstone Financial Advisors
Ohio
$646K – – –
CA
2878
Crane Advisory
California
$646K +$878 +1 +0.1%
AIA
2879
Alternative Investment Advisors
Florida
$646K +$10.5K +12 +2%
UAM
2880
Unison Asset Management
Florida
$645K – – –
BCM
2881
Bannerstone Capital Management
Minnesota
$644K +$268K +305 +102%
BWM
2882
Bernicke Wealth Management
Wisconsin
$643K – – –
FWM
2883
Forza Wealth Management
Florida
$642K -$240K -273 -31%
CFA
2884
Collaborative Fund Advisors
Nevada
$640K -$15.8K -18 -3%
CCWM
2885
Correct Capital Wealth Management
Missouri
$640K – – –
FBFS
2886
First Business Financial Services
Wisconsin
$640K +$10.5K +12 +2%
YWS
2887
Yarger Wealth Strategies
Ohio
$640K +$17.6K +20 +3%
BRWM
2888
Blue Rock Wealth Management
North Carolina
$639K – – –
TWM
2889
Tolleson Wealth Management
Texas
$639K – – –
W
2890
Wealthquest
Ohio
$639K +$142K +162 +37%
CIP
2891
Convergence Investment Partners
Florida
$637K -$94K -107 -15%
JPLA
2892
Joseph P. Lucia & Associates
New York
$637K +$49.2K +56 +10%
MA
2893
MKT Advisors
California
$637K +$5.27K +6 +0.9%
TA
2894
Townsend & Associates
Colorado
$634K -$27.2K -31 -4%
CMP
2895
Coston McIsaac & Partners
Maine
$634K +$51.8K +59 +11%
IIA
2896
Integral Investment Advisors
California
$634K +$7.03K +8 +1%
A
2897
Argentarii
Ohio
$632K +$53.6K +61 +9%
TFA
2898
TrustWell Financial Advisors
Florida
$631K +$1.76K +2 +0.3%
BA
2899
Brightwater Advisory
Florida
$630K -$18.4K -21 -3%
MCM
2900
M1 Capital Management
Michigan
$629K -$124K -141 -19%
114 115
116
117 118