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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
3251
Lane Brothers & Co
Arizona
$209K +$203K +365 New
OWA
3252
Outlook Wealth Advisors
Texas
$209K +$203K +365 New
MAM
3253
MMA Asset Management
Pennsylvania
$209K -$42.2K -76 -17%
CFFP
3254
Center for Financial Planning
Michigan
$209K +$7.78K +14 +4%
WAS
3255
Wealth Advisory Solutions
Indiana
$209K +$202K +364 New
SA
3256
Sylvest Advisors
Texas
$208K -$186K -335 -48%
IW
3257
Instrumental Wealth
Florida
$208K +$153K +276 New
BWG
3258
Boomfish Wealth Group
Georgia
$207K -$133K -239 -40%
TPBG
3259
Turning Point Benefit Group
Maryland
$207K +$16.7K +30 +9%
TWM
3260
Tortuga Wealth Management
California
$207K +$201K +362 New
MS
3261
Madden Securities
Texas
$206K +$200K +360 New
CTC
3262
Cetera Trust Company
Minnesota
$206K – – –
WCP
3263
Wick Capital Partners
Pennsylvania
$206K +$200K +359 New
TP
3264
Tranquility Partners
Tennessee
$205K +$198K +357 New
FA
3265
Fiducient Advisors
Illinois
$205K +$198K +357 New
FNBOH
3266
First National Bank of Hutchinson
Kansas
$205K +$198K +357 New
HSWS
3267
Higgins & Schmidt Wealth Strategies
Colorado
$205K +$198K +357 New
VIM
3268
Vista Investment Management
Pennsylvania
$205K +$198K +357 New
GCM
3269
Gambit Capital Management
Tennessee
$205K +$198K +357 New
SO
3270
Sierra Ocean
California
$204K +$198K +357 New
LSPW
3271
Lake Street Private Wealth
Illinois
$204K -$114K -206 -37%
SWM
3272
Sandro Wealth Management
New Jersey
$204K +$198K +356 New
PCM
3273
Park Capital Management
Wisconsin
$204K +$198K +356 New
AR
3274
Altar Rock
New York
$204K +$198K +356 New
HIG
3275
Heritage Investment Group
Florida
$204K +$198K +356 New
129 130
131
132 133