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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3501
Saturna Capital
Washington
$209K +$204K +295 New
KF
3502
Ketron Financial
California
$209K +$204K +295 New
EFG
3503
Everest Financial Group
Minnesota
$209K +$204K +295 New
FFS
3504
Flavin Financial Services
Florida
$209K +$204K +294 New
MCP
3505
Martin Capital Partners
Oregon
$208K +$204K +294 New
SFS
3506
Symphony Financial Services
Ohio
$208K +$203K +293 New
BSTWA
3507
Blake Schutter Theil Wealth Advisors
Ohio
$208K +$203K +293 New
SWM
3508
Sagace Wealth Management
Florida
$207K -$83.8K -121 -29%
AFW
3509
Atlantic Family Wealth
Florida
$207K +$202K +292 New
RA
3510
Riverstone Advisors
Texas
$207K +$202K +292 New
SI
3511
Stonekeep Investments
New Mexico
$207K +$202K +292 New
DAC
3512
Dividend Assets Capital
South Carolina
$206K +$202K +291 New
DIM
3513
DLK Investment Management
California
$206K +$202K +291 New
SIC
3514
Samalin Investment Counsel
New York
$206K +$202K +291 New
ZCP
3515
Z3 Capital Partners
Virginia
$205K -$41.6K -60 -17%
MBFW
3516
Morton Brown Family Wealth
Pennsylvania
$205K – – –
TCM
3517
TruNorth Capital Management
Michigan
$205K +$201K +290 New
VFA
3518
Values First Advisors
Tennessee
$205K +$201K +290 New
TPF
3519
Tribridge Partners Financial
Maryland
$205K +$198K +286 New
LGW
3520
Leslie Global Wealth
Illinois
$205K +$200K +289 New
PWG
3521
Private Wealth Group
Florida
$205K +$200K +289 New
WAM
3522
Weinberger Asset Management
California
$205K +$200K +289 New
BC
3523
Barrett & Company
Rhode Island
$204K +$13.9K +20 +7%
WMWM
3524
Whitaker-Myers Wealth Managers
Ohio
$204K -$69.3K -100 -26%
TFGT
3525
TS Financial Group (TSFG)
Illinois
$204K -$2.77K -4 -1%
139 140
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