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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
2951
Targeted Financial Services
Florida
$304K +$295K +530 New
MFP
2952
Meramec Financial Planners
Missouri
$304K +$232K +418 New
DWAM
2953
Duncan Williams Asset Management
Tennessee
$303K – – –
FI
2954
Financial Insights
Washington
$303K +$6.11K +11 +2%
EF
2955
Entrust Financial
Pennsylvania
$302K +$293K +528 New
MWA
2956
MN Wealth Advisors
Kansas
$302K +$556 +1 +0.2%
TCM
2957
Tradewinds Capital Management
Washington
$302K +$83.4K +150 +40%
FCM
2958
Fortis Capital Management
Washington
$302K +$45K +81 +18%
SRC
2959
Sage Rhino Capital
California
$301K +$6.11K +11 +2%
CB
2960
Chris Bulman
California
$300K +$17.8K +32 +7%
FFG
2961
Fortress Financial Group
Minnesota
$300K -$9.45K -17 -3%
FWP
2962
Falcon Wealth Planning
California
$300K +$291K +523 New
SWM
2963
Shrier Wealth Management
California
$299K +$291K +523 New
CWM
2964
Cherrydale Wealth Management
New Jersey
$299K – – –
GCM
2965
Gallacher Capital Management
Colorado
$299K – – –
JBA
2966
Johnson Bixby & Associates
Washington
$298K – – –
JEST
2967
JTC Employer Solutions Trustee
Jersey
$298K – – –
SWM
2968
Shakespeare Wealth Management
Wisconsin
$298K – – –
PP
2969
Patron Partners
Texas
$298K -$78.4K -141 -21%
CFO
2970
Custos Family Office
Texas
$298K +$1.11K +2 +0.4%
BFS
2971
BridgePort Financial Solutions
Iowa
$297K – – –
CWA
2972
CogentBlue Wealth Advisors
Tennessee
$297K – – –
PAS
2973
PKS Advisory Services
New York
$296K -$8.34K -15 -3%
SIAG
2974
Safeguard Investment Advisory Group
California
$296K -$52.2K -94 -15%
CFG
2975
Clayton Financial Group
Missouri
$296K +$154K +277 +115%
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