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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3201
Fonville Wealth Management
Virginia
$221K +$214K +385 New
RWM
3202
Ruedi Wealth Management
Illinois
$220K +$213K +384 New
ANC
3203
Ames National Corp
Iowa
$219K +$213K +383 New
HL
3204
HeadInvest LLC
Maine
$219K +$213K +383 New
JC
3205
JM2 Capital
Oklahoma
$218K +$212K +381 New
COI
3206
Connable Office Inc
Michigan
$218K +$212K +381 New
LCM
3207
LCM Capital Management
Illinois
$218K +$211K +380 New
LI
3208
LVZ Inc
Michigan
$218K +$211K +380 New
HFS
3209
Hopwood Financial Services
Virginia
$217K -$24.5K -44 -10%
SFC
3210
Swisher Financial Concepts
Ohio
$217K +$210K +378 New
OPW
3211
Oxler Private Wealth
New York
$216K +$210K +378 New
PNFS
3212
PW Nova Financial Services
Pennsylvania
$216K +$201K +361 New
GWM
3213
GK Wealth Management
Nevada
$215K -$37.8K -68 -15%
PWS
3214
Pursuit Wealth Strategies
North Carolina
$215K +$208K +375 New
KCM
3215
KRS Capital Management
Michigan
$215K +$208K +375 New
AT
3216
Avalon Trust
New Mexico
$215K -$2.22K -4 -1%
GWM
3217
Glass Wealth Management
Texas
$215K +$208K +375 New
MFS
3218
Madrona Financial Services
Washington
$215K +$208K +375 New
MIM
3219
Moseley Investment Management
Florida
$214K +$208K +374 New
MWP
3220
Meridian Wealth Partners
Pennsylvania
$214K +$208K +374 New
SLA
3221
Silver Lake Advisory
Utah
$214K +$207K +373 New
HDA
3222
Harold Davidson & Associates
California
$214K +$207K +373 New
HIP
3223
Harrell Investment Partners
Texas
$214K +$207K +373 New
WA
3224
WP Advisors
California
$213K +$207K +373 New
VWA
3225
VSM Wealth Advisory
Maryland
$213K -$16.7K -30 -7%
127 128
129
130 131