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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2976
Custos Family Office
Texas
$298K +$1.11K +2 +0.4%
BFS
2977
BridgePort Financial Solutions
Iowa
$297K – – –
CWA
2978
CogentBlue Wealth Advisors
Tennessee
$297K – – –
PAS
2979
PKS Advisory Services
New York
$296K -$8.34K -15 -3%
SIAG
2980
Safeguard Investment Advisory Group
California
$296K -$52.2K -94 -15%
CFG
2981
Clayton Financial Group
Missouri
$296K +$154K +277 +115%
VC
2982
Vestor Capital
Illinois
$296K +$19M +34,275 +6,630%
SWM
2983
Schwallier Wealth Management
Michigan
$295K -$556 -1 -0.2%
OPWM
2984
Oxinas Partners Wealth Management
Indiana
$295K -$1.67K -3 -0.6%
BC
2985
Bayforest Capital
United Kingdom
$294K +$278K +501 +3,854%
HBWM
2986
Hollow Brook Wealth Management
New York
$293K – – –
PWP
2987
Ponta Wealth Partners
Florida
$293K +$284K +511 New
DWG
2988
Darden Wealth Group
Michigan
$292K -$2.78K -5 -1%
GWWM
2989
Great Waters Wealth Management
Minnesota
$292K – – –
SNBOSD
2990
Security National Bank of So Dak
Iowa
$292K – – –
HVP
2991
Hudson Value Partners
Florida
$292K +$2.78K +5 +1%
AF
2992
Affiance Financial
Minnesota
$291K – – –
PCM
2993
Passive Capital Management
Maryland
$291K +$4.45K +8 +2%
FSA
2994
Financial Security Advisor
Virginia
$291K +$556 +1 +0.2%
CIAS
2995
CBIZ Investment Advisory Services
Ohio
$291K +$222K +400 +374%
SHFA
2996
SC&H Financial Advisors
Maryland
$290K +$282K +507 New
ITB
2997
Idaho Trust Bank
Idaho
$290K – – –
WCG
2998
Weaver Consulting Group
California
$289K -$33.9K -61 -11%
CIA
2999
Cape Investment Advisory
Georgia
$289K +$205K +368 +269%
LCC
3000
Lincoln Capital Corp
Rhode Island
$289K +$280K +504 New
118 119
120
121 122