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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
3426
Curran Financial Partners
South Carolina
$225K +$220K +318 New
B
3427
BetterWealth
California
$225K +$220K +318 New
HIF
3428
Hill Island Financial
Michigan
$225K +$220K +318 New
CWA
3429
Centennial Wealth Advisory
Michigan
$225K +$220K +318 New
KFG
3430
Kelly Financial Group
Connecticut
$225K +$220K +317 New
LAM
3431
Lewis Asset Management
California
$224K +$219K +316 New
CSI
3432
Clark & Stuart Inc
Maine
$224K +$219K +316 New
CWM
3433
C2C Wealth Management
Arizona
$223K +$218K +315 New
PWM
3434
PMG Wealth Management
Illinois
$223K +$218K +315 New
SWM
3435
Salvus Wealth Management
New Jersey
$223K +$218K +315 New
SMF
3436
Sterling Manor Financial
New York
$223K +$218K +315 New
WAM
3437
WealthTrust Asset Management
Florida
$223K +$217K +314 New
PSCM
3438
Per Stirling Capital Management
Texas
$223K +$217K +314 New
FFWM
3439
Future Financial Wealth Management
Ohio
$222K +$199K +288 New
GA
3440
Goldstein Advisors
Wisconsin
$222K -$77.6K -112 -26%
DFG
3441
Dupree Financial Group
Kentucky
$222K -$26.3K -38 -11%
AWAU
3442
Alliance Wealth Advisors (Utah)
Utah
$222K +$217K +313 New
RAG
3443
RIA Advisory Group
Iowa
$222K +$217K +313 New
CA
3444
CWC Advisors
Oregon
$221K +$216K +312 New
PAM
3445
Peak Asset Management
Colorado
$221K +$216K +312 New
WTFG
3446
Wood Tarver Financial Group
Idaho
$221K +$217K +313 New
AWM
3447
Atticus Wealth Management
Florida
$220K +$215K +311 New
SPI
3448
Strategic Planning Inc
Ohio
$220K +$215K +311 New
BWM
3449
BigSur Wealth Management
Florida
$220K +$215K +310 New
GSIS
3450
Global Strategic Investment Solutions
Arizona
$220K +$215K +310 New
136 137
138
139 140