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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3176
Hourglass Capital
Texas
$310K -$215K -310 -41%
PWM
3177
Peck Wealth Management
New York
$310K – – –
PWP
3178
Prasad Wealth Partners
Ohio
$309K -$35.3K -51 -10%
PHWM
3179
Pine Harbor Wealth Management
Maryland
$309K – – –
EGM
3180
Engineers Gate Manager
New York
$308K +$301K +435 New
RIG
3181
Renaissance Investment Group
Massachusetts
$307K -$37.4K -54 -11%
BWM
3182
Brown Wealth Management
Illinois
$307K +$22.2K +32 +8%
MAG
3183
M3 Advisory Group
Massachusetts
$307K +$26.3K +38 +10%
WAS
3184
Wealth Advisory Solutions
Indiana
$307K +$47.8K +69 +19%
GF
3185
GGM Financials
Ohio
$306K +$693 +1 +0.2%
HCP
3186
Hamilton Capital Partners
Georgia
$306K +$299K +432 New
EA
3187
Echo45 Advisors
California
$305K +$2.77K +4 +0.9%
CC
3188
Cornerstone Capital
California
$305K +$298K +430 New
1C
3189
111 Capital
France
$304K -$489K -706 -62%
CFS
3190
Coordinated Financial Services
Colorado
$303K -$15.2K -22 -5%
MPW
3191
Magnolia Private Wealth
Pennsylvania
$303K +$3.46K +5 +1%
HB
3192
Horizon Bancorp
Indiana
$303K -$84.5K -122 -22%
AGP
3193
Autumn Glory Partners
Texas
$303K +$20.8K +30 +8%
RPSA
3194
Richard P. Slaughter Associates
Texas
$303K – – –
ME
3195
McIlrath & Eck
Washington
$302K – – –
AW
3196
Avion Wealth
Texas
$302K +$5.54K +8 +2%
RA
3197
Rubicon Advisors
California
$302K +$693 +1 +0.2%
AA
3198
ACT Advisors
North Carolina
$301K +$294K +425 New
AWM
3199
Affinity Wealth Management
Delaware
$301K +$294K +425 New
NWM
3200
Northwest Wealth Management
Iowa
$301K +$6.23K +9 +2%
126 127
128
129 130