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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
3276
Dupree Financial Group
Kentucky
$201K +$195K +351 New
SH
3277
SLT Holdings
Arizona
$201K +$195K +351 New
BSA
3278
Bull Street Advisors
Georgia
$201K +$195K +350 New
AA
3279
Aufman Associates
Pennsylvania
$201K +$195K +350 New
CKAIS
3280
Christensen King & Associates Investment Services
Washington
$201K +$195K +350 New
MCA
3281
Millennium Capital Advisors
Arkansas
$201K +$195K +350 New
ZCP
3282
Z3 Capital Partners
Virginia
$201K +$195K +350 New
CCP
3283
Clarkston Capital Partners
Michigan
$201K +$195K +350 New
HWM
3284
HighMark Wealth Management
Minnesota
$198K -$5K -9 -3%
AWM
3285
Ameliora Wealth Management
Switzerland
$196K – – –
HC
3286
Hurley Capital
New York
$193K +$556 +1 +0.3%
BMC
3287
Bear Mountain Capital
Washington
$193K -$26.7K -48 -14%
FFL
3288
Financial Freedom LLC
Ohio
$192K -$41.7K -75 -18%
GAFA
3289
Garton & Associates Financial Advisors
Kentucky
$187K +$181K +326 New
CPG
3290
Cornerstone Planning Group
New Jersey
$183K -$13.9K -25 -8%
CWP
3291
Clark Wealth Partners
Illinois
$179K – – –
GK
3292
Graney & King
New York
$176K +$556 +1 +0.3%
WCM
3293
Winthrop Capital Management
Indiana
$174K – – –
RFS
3294
Richardson Financial Services
Massachusetts
$172K +$77.8K +140 +87%
DF
3295
Dunhill Financial
United Kingdom
$169K +$5.56K +10 +4%
TH
3296
TCTC Holdings
Texas
$167K – – –
TFGT
3297
TS Financial Group (TSFG)
Illinois
$167K +$21.1K +38 +15%
TCM
3298
Triumph Capital Management
Colorado
$167K +$162K +291 New
VWM
3299
Valley Wealth Managers
New Jersey
$166K -$6.72M -12,092 -98%
MBFW
3300
Morton Brown Family Wealth
Pennsylvania
$166K – – –
130 131
132
133 134