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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
3276
Fortis Group Advisors
New Jersey
$411K -$8.79K -10 -3%
CWWM
3277
Clear Wave Wealth Management
New Jersey
$411K +$28.1K +32 +9%
SSA
3278
SSA Swiss Advisors
$410K +$338K +385 New
CCA
3279
Conservest Capital Advisors
Pennsylvania
$409K +$20.2K +23 +6%
RWM
3280
Ruedi Wealth Management
Illinois
$409K – – –
ACM
3281
Allred Capital Management
Texas
$409K -$1.76K -2 -0.5%
TWM
3282
Tortuga Wealth Management
California
$409K +$3.51K +4 +1%
IWP
3283
IAG Wealth Partners
Wisconsin
$408K -$17.6K -20 -5%
ANC
3284
Ames National Corp
Iowa
$408K – – –
LFA
3285
LifeGuide Financial Advisors
Pennsylvania
$406K +$336K +382 New
IF
3286
IRON Financial
Illinois
$405K +$1.76K +2 +0.5%
PCM
3287
Prelude Capital Management
New York
$405K -$380K -433 -53%
MBC
3288
Michael Brady & Co
Ohio
$405K -$17.6K -20 -5%
SFG
3289
Strategic Financial Group
Michigan
$405K – – –
FDDB
3290
Fidelity D&D Bancorp
Pennsylvania
$404K -$10.5K -12 -3%
FWM
3291
ForthRight Wealth Management
Georgia
$403K -$37.8K -43 -10%
NAMM
3292
NorthStar Asset Management (Massachusetts)
Massachusetts
$403K – – –
AWM
3293
Atticus Wealth Management
Florida
$400K +$57.1K +65 +21%
PWS
3294
Pursuit Wealth Strategies
North Carolina
$400K -$4.39K -5 -1%
KCM
3295
KRS Capital Management
Michigan
$400K – – –
GWSA
3296
Global Wealth Strategies & Associates
Colorado
$398K +$18.4K +21 +6%
SLA
3297
Silver Lake Advisory
Utah
$398K – – –
VWA
3298
VSM Wealth Advisory
Maryland
$398K – – –
HIP
3299
Harrell Investment Partners
Texas
$397K – – –
HDA
3300
Harold Davidson & Associates
California
$397K – – –
130 131
132
133 134