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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
3376
Meridian Investment Counsel
California
$364K -$43.9K -50 -13%
OWA
3377
Outlook Wealth Advisors
Texas
$364K -$26.4K -30 -8%
AWM
3378
Ameliora Wealth Management
Switzerland
$364K – – –
RWM
3379
Rench Wealth Management
Texas
$364K – – –
MSWMA
3380
Market Street Wealth Management Advisors
Indiana
$363K +$29.9K +34 +11%
EWM
3381
Elmwood Wealth Management
California
$363K +$300K +341 New
LWMI
3382
Legacy Wealth Management (Idaho)
Idaho
$363K +$213K +242 +244%
TI
3383
tru Independence
Oregon
$361K -$73.8K -84 -20%
AR
3384
Altar Rock
New York
$361K -$14.1K -16 -5%
HC
3385
Hurley Capital
New York
$360K +$878 +1 +0.3%
DWAM
3386
Duncan Williams Asset Management
Tennessee
$360K – – –
SPAS
3387
Spectrum Planning & Advisory Services
California
$360K -$420K -478 -59%
NFG
3388
Northbridge Financial Group
Florida
$359K +$24.6K +28 +9%
OCA
3389
Odyssey Capital Advisors
Pennsylvania
$357K -$23.7K -27 -7%
FFL
3390
Financial Freedom LLC
Ohio
$357K – – –
SG
3391
Strid Group
Pennsylvania
$357K – – –
MA
3392
Macro Advisors
Pennsylvania
$356K +$878 +1 +0.3%
WCM
3393
Warburton Capital Management
Oklahoma
$356K +$11.4K +13 +4%
GWM
3394
Grand Wealth Management
Michigan
$356K -$50.1K -57 -15%
WF
3395
Whelan Financial
California
$356K +$31.6K +36 +12%
AA
3396
Advisory Advocates
Michigan
$356K +$293K +334 New
SWM
3397
Stronghold Wealth Management
Florida
$356K -$173K -197 -37%
CWP
3398
Clark Wealth Partners
Illinois
$355K +$878 +1 +0.3%
PI
3399
Pachira Investments
California
$355K -$58K -66 -17%
POIA
3400
Pin Oak Investment Advisors
Texas
$355K +$878 +1 +0.3%
134 135
136
137 138