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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
3401
Burk Holdings
Oklahoma
$231K +$226K +326 New
NWP
3402
NerdWallet Wealth Partners
New York
$231K +$226K +326 New
IPW
3403
Intergy Private Wealth
Colorado
$230K -$314K -454 -58%
B
3404
Barings
North Carolina
$230K +$225K +325 New
BI
3405
Breachway Investments
Rhode Island
$228K +$216K +312 New
ACM
3406
Alessandra Capital Management
California
$227K +$222K +320 New
CCP
3407
Carmel Capital Partners
California
$227K +$222K +320 New
TIM
3408
Thor Investment Management
Ohio
$227K +$222K +320 New
PPG
3409
Peak Planning Group
Colorado
$226K +$221K +319 New
PA
3410
PFW Advisors
Georgia
$226K +$221K +319 New
FZCM
3411
Flynn Zito Capital Management
New York
$226K +$221K +319 New
CFP
3412
Curran Financial Partners
South Carolina
$225K +$220K +318 New
B
3413
BetterWealth
California
$225K +$220K +318 New
HIF
3414
Hill Island Financial
Michigan
$225K +$220K +318 New
CWA
3415
Centennial Wealth Advisory
Michigan
$225K +$220K +318 New
KFG
3416
Kelly Financial Group
Connecticut
$225K +$220K +317 New
LAM
3417
Lewis Asset Management
California
$224K +$219K +316 New
CSI
3418
Clark & Stuart Inc
Maine
$224K +$219K +316 New
CWM
3419
C2C Wealth Management
Arizona
$223K +$218K +315 New
PWM
3420
PMG Wealth Management
Illinois
$223K +$218K +315 New
SWM
3421
Salvus Wealth Management
New Jersey
$223K +$218K +315 New
SMF
3422
Sterling Manor Financial
New York
$223K +$218K +315 New
WAM
3423
WealthTrust Asset Management
Florida
$223K +$217K +314 New
PSCM
3424
Per Stirling Capital Management
Texas
$223K +$217K +314 New
FFWM
3425
Future Financial Wealth Management
Ohio
$222K +$199K +288 New
135 136
137
138 139