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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPBG
3251
Turning Point Benefit Group
Maryland
$207K +$16.7K +30 +9%
TWM
3252
Tortuga Wealth Management
California
$207K +$201K +362 New
MS
3253
Madden Securities
Texas
$206K +$200K +360 New
CTC
3254
Cetera Trust Company
Minnesota
$206K – – –
WCP
3255
Wick Capital Partners
Pennsylvania
$206K +$200K +359 New
TP
3256
Tranquility Partners
Tennessee
$205K +$198K +357 New
FA
3257
Fiducient Advisors
Illinois
$205K +$198K +357 New
FNBOH
3258
First National Bank of Hutchinson
Kansas
$205K +$198K +357 New
HSWS
3259
Higgins & Schmidt Wealth Strategies
Colorado
$205K +$198K +357 New
VIM
3260
Vista Investment Management
Pennsylvania
$205K +$198K +357 New
GCM
3261
Gambit Capital Management
Tennessee
$205K +$198K +357 New
SO
3262
Sierra Ocean
California
$204K +$198K +357 New
LSPW
3263
Lake Street Private Wealth
Illinois
$204K -$114K -206 -37%
SWM
3264
Sandro Wealth Management
New Jersey
$204K +$198K +356 New
PCM
3265
Park Capital Management
Wisconsin
$204K +$198K +356 New
HIG
3266
Heritage Investment Group
Florida
$204K +$198K +356 New
DWM
3267
Denver Wealth Management
Colorado
$203K +$197K +354 New
MCCA
3268
Mill Creek Capital Advisors
Pennsylvania
$203K +$197K +354 New
TA
3269
TPG Advisors
Illinois
$203K +$197K +354 New
LWA
3270
Legacy Wealth Advisors
Florida
$202K +$196K +353 New
FCMC
3271
Founders Capital Management (Connecticut)
Connecticut
$202K +$196K +352 New
IPW
3272
Inlet Private Wealth
Florida
$201K +$196K +352 New
GWSA
3273
Global Wealth Strategies & Associates
Colorado
$201K +$11.1K +20 +6%
GJIA
3274
Glass Jacobson Investment Advisors
Maryland
$201K – – –
AC
3275
Applied Capital
Arkansas
$201K +$195K +351 New
129 130
131
132 133