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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
2976
Cherry Tree Wealth Management
Minnesota
$386K – – –
JPLA
2977
Joseph P. Lucia & Associates
New York
$385K – – –
CA
2978
Carson Advisory
Georgia
$384K -$14.5K -21 -4%
I
2979
INVST
Indiana
$382K -$148K -214 -28%
GFA
2980
Gallagher Fiduciary Advisors
Illinois
$382K -$72K -104 -16%
NCM
2981
Nelson Capital Management
California
$381K – – –
HI
2982
Hoey Investments
Pennsylvania
$381K +$100K +145 +37%
CFO
2983
Custos Family Office
Texas
$380K +$12.5K +18 +3%
CMP
2984
Coston McIsaac & Partners
Maine
$380K +$54.7K +79 +17%
MAC
2985
Mason & Associates (California)
California
$379K +$6.23K +9 +2%
S
2986
SharpePoint
Arizona
$379K -$123K -177 -25%
TA
2987
Tactive Advisors
Florida
$379K +$96.3K +139 +35%
NCM
2988
Next Capital Management
New York
$379K – – –
IWP
2989
Innova Wealth Partners
Pennsylvania
$379K +$693 +1 +0.2%
OPWM
2990
Oxinas Partners Wealth Management
Indiana
$378K +$13.2K +19 +4%
RB
2991
Renasant Bank
Mississippi
$378K -$25.6K -37 -6%
OWM
2992
Omnitrust Wealth Management
Florida
$377K -$4.85K -7 -1%
AAMG
2993
AMG Asset Management Group
Georgia
$376K +$368K +531 New
SWM
2994
Stronghold Wealth Management
Florida
$376K -$78.3K -113 -18%
GLAM
2995
Gardner Lewis Asset Management
Pennsylvania
$375K +$367K +530 New
TCM
2996
Tradewinds Capital Management
Washington
$375K +$1.39K +2 +0.4%
FI
2997
Financial Insights
Washington
$375K +$693 +1 +0.2%
RE
2998
Rydar Equities
Texas
$373K +$104K +150 +38%
LWM
2999
LongView Wealth Management
Georgia
$372K -$62.3K -90 -16%
CWM
3000
Concentrum Wealth Management
California
$372K +$364K +525 New
118 119
120
121 122