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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
3426
TCTC Holdings
Texas
$333K +$275K +313 New
RAG
3427
RIA Advisory Group
Iowa
$333K – – –
FL
3428
FreeGulliver LLC
Louisiana
$332K -$24.6K -28 -8%
PAM
3429
Peak Asset Management
Colorado
$332K – – –
GSIS
3430
Global Strategic Investment Solutions
Arizona
$331K +$878 +1 +0.3%
BWM
3431
BigSur Wealth Management
Florida
$330K – – –
MCM
3432
McDonough Capital Management
Florida
$330K – – –
GC
3433
GFG Capital
Florida
$330K +$272K +310 New
CC
3434
Corsicana & Co
Texas
$329K +$193K +220 +247%
RC
3435
Resolute Capital
South Carolina
$328K +$3.51K +4 +1%
TAM
3436
Tealwood Asset Management
Minnesota
$327K – – –
SIM
3437
SSI Investment Management
California
$327K – – –
AC
3438
Applied Capital
Arkansas
$327K – – –
AA
3439
Apriem Advisors
California
$327K – – –
AIA
3440
Accelerate Investment Advisors
California
$325K +$18.4K +21 +7%
DAM
3441
Directional Asset Management
Illinois
$325K – – –
FZCM
3442
Flynn Zito Capital Management
New York
$325K -$12.3K -14 -4%
HWM
3443
Howard Wealth Management
Connecticut
$324K -$4.39K -5 -2%
WCM
3444
Winthrop Capital Management
Indiana
$324K – – –
SWM
3445
Scissortail Wealth Management
Oklahoma
$324K – – –
VFIC
3446
Valley Forge Investment Consultants
Pennsylvania
$323K – – –
GK
3447
Graney & King
New York
$323K +$878 +1 +0.3%
IPAM
3448
Investment Partners Asset Management
New Jersey
$322K +$1.76K +2 +0.7%
RFA
3449
Resurgent Financial Advisors
Georgia
$321K +$264K +301 New
HFS
3450
Hoge Financial Services
Pennsylvania
$320K +$13.2K +15 +5%
136 137
138
139 140