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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MO
2951
McMillan Office
Michigan
$396K +$2.08K +3 +0.5%
FSA
2952
Financial Security Advisor
Virginia
$396K +$35.3K +51 +10%
HAG
2953
HF Advisory Group
Maryland
$396K -$46.4K -67 -11%
LA
2954
Lynch & Associates
Indiana
$395K – – –
MCM
2955
McKinney Capital Management
Texas
$395K +$386K +558 New
IAG
2956
Ipsen Advisor Group
Arkansas
$395K -$11.8K -17 -3%
CCM
2957
Cloud Capital Management
Washington
$395K -$7.62K -11 -2%
VDC
2958
Van Diest Capital
Iowa
$394K +$385K +556 New
PAS
2959
PKS Advisory Services
New York
$394K +$25.6K +37 +7%
IIA
2960
IPG Investment Advisors
California
$394K – – –
ACC
2961
Acorn Creek Capital
Colorado
$393K -$9.7K -14 -2%
BHWM
2962
Beaird Harris Wealth Management
Texas
$393K -$81.7K -118 -18%
AF
2963
Affiance Financial
Minnesota
$393K +$32.6K +47 +9%
AWP
2964
Axis Wealth Partners
Rhode Island
$393K +$12.5K +18 +3%
CIG
2965
Cascade Investment Group
Colorado
$392K -$5.54K -8 -1%
BDA
2966
Borer Denton & Associates
Pennsylvania
$392K – – –
SFGM
2967
Stonebridge Financial Group (Missouri)
Missouri
$392K -$52.6K -76 -12%
TCM
2968
TD Capital Management
Tennessee
$390K +$693 +1 +0.2%
NFTC
2969
North Forty Two & Co
Oregon
$390K – – –
SSI
2970
Scott & Selber Inc
Texas
$390K – – –
WAM
2971
Wakefield Asset Management
Colorado
$390K – – –
UBV
2972
United Bank (Virginia)
Virginia
$390K +$381K +550 New
MW
2973
Maia Wealth
Colorado
$389K -$19.4K -28 -5%
TWA
2974
Talisman Wealth Advisors
New Jersey
$388K -$38.8K -56 -9%
SFSG
2975
Sound Financial Strategies Group
Mississippi
$388K -$729K -1,053 -66%
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119
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