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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCU
3126
Financial Concepts Unlimited
Maine
$323K +$316K +456 New
TFP
3127
Tilia Fiduciary Partners
North Carolina
$323K – – –
SWM
3128
Sandro Wealth Management
New Jersey
$322K +$68.6K +99 +28%
SAM
3129
Sagewood Asset Management
New York
$322K +$315K +455 New
CB
3130
Chris Bulman
California
$322K -$48.5K -70 -13%
CP
3131
Castleview Partners
Texas
$322K -$369K -533 -54%
MFGM
3132
Marshall Financial Group (Maryland)
Maryland
$321K +$314K +453 New
PCMNC
3133
Piedmont Capital Management (North Carolina)
North Carolina
$321K +$45K +65 +17%
HPM
3134
Hoxton Planning & Management
West Virginia
$320K -$3.46K -5 -1%
SWM
3135
Schwallier Wealth Management
Michigan
$319K +$693 +1 +0.2%
IIM
3136
Ironwood Investment Management
Massachusetts
$319K -$173K -250 -36%
GRQ
3137
Gardner Russo & Quinn
Pennsylvania
$319K -$69.3K -100 -18%
RWFS
3138
Rayburn West Financial Services
Tennessee
$319K – – –
BL
3139
Balentine LLC
Georgia
$318K -$166K -239 -35%
DWS
3140
Discipline Wealth Solutions
South Carolina
$318K -$693 -1 -0.2%
VV
3141
Verity & Verity
South Carolina
$317K – – –
SFWA
3142
Summit Financial Wealth Advisors
Louisiana
$317K +$6.93K +10 +2%
GA
3143
GSG Advisors
New Jersey
$317K +$22.9K +33 +8%
CCP
3144
Cushing Capital Partners
Wisconsin
$317K +$693 +1 +0.2%
TPW
3145
TL Private Wealth
Texas
$316K – – –
PSB
3146
Piscataqua Savings Bank
New Hampshire
$316K – – –
PPC
3147
Pennington Partners & Co
Maryland
$315K +$18K +26 +6%
KW
3148
KWB Wealth
California
$315K – – –
BSCCG
3149
Blue Sky Capital Consultants Group
California
$315K – – –
EIA
3150
Edgemoor Investment Advisors
Maryland
$314K – – –
124 125
126
127 128