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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
3151
StoryOne LLC
Kansas
$314K – – –
WWA
3152
Wisconsin Wealth Advisors
Wisconsin
$314K – – –
CCMG
3153
Connecticut Capital Management Group
Connecticut
$314K +$2.08K +3 +0.7%
FI
3154
Fractal Investments
Connecticut
$313K – – –
FC
3155
Fjell Capital
North Dakota
$313K +$306K +442 New
RA
3156
Ruggaard & Associates
Ohio
$313K -$8.31K -12 -3%
SLP
3157
Storen Legacy Partners
Indiana
$313K – – –
SWTS
3158
Stonehaven Wealth & Tax Solutions
Wisconsin
$312K -$164K -237 -35%
EMAM
3159
Encompass More Asset Management
California
$312K -$215K -310 -41%
KMC
3160
Kirr Marbach & Co
Indiana
$312K – – –
HWMC
3161
Heritage Wealth Management (California)
California
$312K +$305K +440 New
AWM
3162
Abound Wealth Management
Tennessee
$311K -$37.4K -54 -11%
W
3163
Wealthquest
Ohio
$310K +$47.8K +69 +19%
RFS
3164
Richardson Financial Services
Massachusetts
$310K +$94.2K +136 +45%
CPG
3165
Cornerstone Planning Group
New Jersey
$310K +$40.2K +58 +20%
HC
3166
Hourglass Capital
Texas
$310K -$215K -310 -41%
PWM
3167
Peck Wealth Management
New York
$310K – – –
PWP
3168
Prasad Wealth Partners
Ohio
$309K -$35.3K -51 -10%
PHWM
3169
Pine Harbor Wealth Management
Maryland
$309K – – –
EGM
3170
Engineers Gate Manager
New York
$308K +$301K +435 New
RIG
3171
Renaissance Investment Group
Massachusetts
$307K -$37.4K -54 -11%
BWM
3172
Brown Wealth Management
Illinois
$307K +$22.2K +32 +8%
MAG
3173
M3 Advisory Group
Massachusetts
$307K +$26.3K +38 +10%
WAS
3174
Wealth Advisory Solutions
Indiana
$307K +$47.8K +69 +19%
GF
3175
GGM Financials
Ohio
$306K +$693 +1 +0.2%
125 126
127
128 129