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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFP
3076
Wrenne Financial Planning
Kentucky
$343K +$693 +1 +0.2%
CG
3077
CFO4Life Group
Texas
$342K -$99K -143 -23%
CFG
3078
Carter Financial Group
Illinois
$342K +$81K +117 +32%
SCM
3079
Saxony Capital Management
Missouri
$342K +$63K +91 +23%
SJL
3080
Shayne & Jacobs LLC
Tennessee
$342K – – –
CFG
3081
Clayton Financial Group
Missouri
$341K -$24.2K -35 -7%
SFA
3082
Seneca Financial Advisors
New York
$340K +$693 +1 +0.2%
SP
3083
Successful Portfolios
Florida
$340K -$16.6K -24 -5%
SMA
3084
Sage Mountain Advisors
Georgia
$339K -$2.12M -3,067 -86%
MWA
3085
MN Wealth Advisors
Kansas
$339K -$33.9K -49 -9%
PCS
3086
Private Client Services
Kentucky
$338K – – –
FPB
3087
First PREMIER Bank
South Dakota
$337K -$146K -211 -31%
NPT
3088
National Philanthropic Trust
Pennsylvania
$337K -$101K -146 -24%
GFA
3089
Godfrey Financial Associates
New York
$337K +$693 +1 +0.2%
TP
3090
Tranquility Partners
Tennessee
$336K +$81K +117 +33%
FA
3091
Fermata Advisors
California
$336K +$4.85K +7 +1%
FLII
3092
First Long Island Investors
New York
$336K – – –
SFP
3093
Strategic Financial Partners
Oregon
$336K – – –
RP
3094
Rowlandmiller & Partners
Georgia
$335K -$69.3K -100 -17%
GWM
3095
Greenline Wealth Management
Florida
$335K +$299K +432 +1,054%
SC
3096
Schoolcraft Capital
Colorado
$335K – – –
IA
3097
IFG Advisory
Georgia
$334K -$2.67M -3,851 -89%
PD
3098
Planning Directions
Pennsylvania
$334K +$693 +1 +0.2%
PHAM
3099
Palisades Hudson Asset Management
Florida
$334K – – –
FCA
3100
Fortis Capital Advisors
Kansas
$334K -$21.5K -31 -6%
122 123
124
125 126