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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
3376
Bear Mountain Capital
Washington
$238K – – –
FFL
3377
Financial Freedom LLC
Ohio
$237K – – –
VIM
3378
Vista Investment Management
Pennsylvania
$237K -$15.2K -22 -6%
CASB
3379
Cape Ann Savings Bank
Massachusetts
$237K +$232K +335 New
SG
3380
Strid Group
Pennsylvania
$237K +$232K +335 New
MA
3381
Macro Advisors
Pennsylvania
$236K +$231K +334 New
CWP
3382
Clark Wealth Partners
Illinois
$236K +$14.5K +21 +7%
IAG
3383
Investment Advisory Group
Massachusetts
$236K +$231K +333 New
SA
3384
Stewardship Advisors
Pennsylvania
$236K +$231K +333 New
SGI
3385
Swan Global Investments
Colorado
$236K +$231K +333 New
PAG
3386
Powers Advisory Group
Illinois
$235K -$27.7K -40 -11%
POIA
3387
Pin Oak Investment Advisors
Texas
$235K – – –
PFA
3388
Pinnacle Family Advisors
Missouri
$235K +$229K +331 New
GFWA
3389
Grey Fox Wealth Advisors
Delaware
$235K +$229K +331 New
MPWS
3390
McCarter Private Wealth Services
Massachusetts
$235K +$229K +331 New
MWM
3391
Melfa Wealth Management
Massachusetts
$234K +$229K +330 New
BAM
3392
Broyhill Asset Management
North Carolina
$234K -$27.7K -40 -11%
FA
3393
Fiducient Advisors
Illinois
$234K -$18.7K -27 -8%
NPFS
3394
Novak & Powell Financial Services
Florida
$234K +$229K +330 New
SIA
3395
Serenity Investment Advisors
Illinois
$233K +$184K +265 New
ATFA
3396
All Terrain Financial Advisors
Minnesota
$233K +$228K +329 New
LFG
3397
Lazard Frères Gestion
France
$233K +$229K +330 New
BAM
3398
Belleair Asset Management
Florida
$232K +$227K +328 New
TW
3399
Towerpoint Wealth
California
$232K +$226K +327 New
HCWM
3400
Hidden Cove Wealth Management
Washington
$232K +$226K +327 New
134 135
136
137 138