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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
3451
Prevail Innovative Wealth Advisors
Kansas
$334K +$275K +313 New
DFG
3452
Dupree Financial Group
Kentucky
$333K – – –
TH
3453
TCTC Holdings
Texas
$333K +$275K +313 New
RAG
3454
RIA Advisory Group
Iowa
$333K – – –
FL
3455
FreeGulliver LLC
Louisiana
$332K -$24.6K -28 -8%
PAM
3456
Peak Asset Management
Colorado
$332K – – –
GSIS
3457
Global Strategic Investment Solutions
Arizona
$331K +$878 +1 +0.3%
BWM
3458
BigSur Wealth Management
Florida
$330K – – –
MCM
3459
McDonough Capital Management
Florida
$330K – – –
GC
3460
GFG Capital
Florida
$330K +$272K +310 New
CC
3461
Corsicana & Co
Texas
$329K +$193K +220 +247%
RC
3462
Resolute Capital
South Carolina
$328K +$3.51K +4 +1%
TAM
3463
Tealwood Asset Management
Minnesota
$327K – – –
SIM
3464
SSI Investment Management
California
$327K – – –
AC
3465
Applied Capital
Arkansas
$327K – – –
AA
3466
Apriem Advisors
California
$327K – – –
AIA
3467
Accelerate Investment Advisors
California
$325K +$18.4K +21 +7%
DAM
3468
Directional Asset Management
Illinois
$325K – – –
FZCM
3469
Flynn Zito Capital Management
New York
$325K -$12.3K -14 -4%
HWM
3470
Howard Wealth Management
Connecticut
$324K -$4.39K -5 -2%
WCM
3471
Winthrop Capital Management
Indiana
$324K – – –
SWM
3472
Scissortail Wealth Management
Oklahoma
$324K – – –
VFIC
3473
Valley Forge Investment Consultants
Pennsylvania
$323K – – –
GK
3474
Graney & King
New York
$323K +$878 +1 +0.3%
IPAM
3475
Investment Partners Asset Management
New Jersey
$322K +$1.76K +2 +0.7%
137 138
139
140 141