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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3426
Goldstein Advisors
Wisconsin
$222K -$77.6K -112 -26%
DFG
3427
Dupree Financial Group
Kentucky
$222K -$26.3K -38 -11%
AWAU
3428
Alliance Wealth Advisors (Utah)
Utah
$222K +$217K +313 New
RAG
3429
RIA Advisory Group
Iowa
$222K +$217K +313 New
CA
3430
CWC Advisors
Oregon
$221K +$216K +312 New
PAM
3431
Peak Asset Management
Colorado
$221K +$216K +312 New
WTFG
3432
Wood Tarver Financial Group
Idaho
$221K +$217K +313 New
AWM
3433
Atticus Wealth Management
Florida
$220K +$215K +311 New
SPI
3434
Strategic Planning Inc
Ohio
$220K +$215K +311 New
BWM
3435
BigSur Wealth Management
Florida
$220K +$215K +310 New
GSIS
3436
Global Strategic Investment Solutions
Arizona
$220K +$215K +310 New
MCM
3437
McDonough Capital Management
Florida
$220K +$215K +310 New
HWM
3438
Howard Wealth Management
Connecticut
$219K +$214K +309 New
CW
3439
Cedarwood Wealth
Colorado
$219K +$214K +309 New
LI
3440
LifeWealth Investments
Florida
$219K -$108K -156 -34%
CCT
3441
Capital City Trust
Florida
$219K +$214K +309 New
MJFG
3442
Mars Jewett Financial Group
Washington
$218K – – –
CNTOF
3443
Canandaigua National Trust of Florida
New York
$218K +$213K +308 New
KAM
3444
Knightsbridge Asset Management
California
$218K +$213K +308 New
QFPS
3445
Quantum Financial Planning Services
Washington
$218K +$213K +308 New
TCOO
3446
Trust Company of Oklahoma
Oklahoma
$218K +$213K +308 New
HSG
3447
Helen Stephens Group
Texas
$218K +$213K +308 New
MSWMA
3448
Market Street Wealth Management Advisors
Indiana
$218K +$213K +307 New
AC
3449
Applied Capital
Arkansas
$217K -$30.5K -44 -13%
AA
3450
Apriem Advisors
California
$217K +$213K +307 New
136 137
138
139 140