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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
3251
SSA Swiss Advisors
$410K +$338K +385 New
CCA
3252
Conservest Capital Advisors
Pennsylvania
$409K +$20.2K +23 +6%
RWM
3253
Ruedi Wealth Management
Illinois
$409K – – –
ACM
3254
Allred Capital Management
Texas
$409K -$1.76K -2 -0.5%
TWM
3255
Tortuga Wealth Management
California
$409K +$3.51K +4 +1%
IWP
3256
IAG Wealth Partners
Wisconsin
$408K -$17.6K -20 -5%
ANC
3257
Ames National Corp
Iowa
$408K – – –
LFA
3258
LifeGuide Financial Advisors
Pennsylvania
$406K +$336K +382 New
IF
3259
IRON Financial
Illinois
$405K +$1.76K +2 +0.5%
PCM
3260
Prelude Capital Management
New York
$405K -$380K -433 -53%
MBC
3261
Michael Brady & Co
Ohio
$405K -$17.6K -20 -5%
SFG
3262
Strategic Financial Group
Michigan
$405K – – –
FDDB
3263
Fidelity D&D Bancorp
Pennsylvania
$404K -$10.5K -12 -3%
FWM
3264
ForthRight Wealth Management
Georgia
$403K -$37.8K -43 -10%
NAMM
3265
NorthStar Asset Management (Massachusetts)
Massachusetts
$403K – – –
AWM
3266
Atticus Wealth Management
Florida
$400K +$57.1K +65 +21%
PWS
3267
Pursuit Wealth Strategies
North Carolina
$400K -$4.39K -5 -1%
KCM
3268
KRS Capital Management
Michigan
$400K – – –
GWSA
3269
Global Wealth Strategies & Associates
Colorado
$398K +$18.4K +21 +6%
SLA
3270
Silver Lake Advisory
Utah
$398K – – –
VWA
3271
VSM Wealth Advisory
Maryland
$398K – – –
HIP
3272
Harrell Investment Partners
Texas
$397K – – –
HDA
3273
Harold Davidson & Associates
California
$397K – – –
OWA
3274
OakTrust Wealth Advisors
Connecticut
$397K – – –
JMBA
3275
J. M. Brown & Associates
Oklahoma
$397K +$328K +373 New
129 130
131
132 133