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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Modern Wealth Management
Kansas
$4.02M +$119K +172 +3%
BFA
1127
Bragg Financial Advisors
North Carolina
$4M -$85.9K -124 -2%
WG
1128
Wealth Group
North Carolina
$3.99M +$693 +1 +0%
GWP
1129
Gen-Wealth Partners
Michigan
$3.98M -$140K -202 -3%
TWM
1130
Trueblood Wealth Management
Ohio
$3.96M +$19.4K +28 +0.5%
SNB
1131
Security National Bank
Nebraska
$3.96M -$39.5K -57 -1%
RC
1132
Rexford Capital
Texas
$3.96M -$195K -282 -5%
ACM
1133
Aljian Capital Management
Nevada
$3.96M +$2.08K +3 +0.1%
1WM
1134
1900 Wealth Management
Texas
$3.94M +$26.3K +38 +0.7%
SSA
1135
Sierra Summit Advisors
Nevada
$3.93M +$1.81M +2,620 +90%
LAM
1136
LOM Asset Management
$3.91M +$64.4K +93 +2%
FPI
1137
Financial Plan Inc
Washington
$3.9M – – –
PWS
1138
Precision Wealth Strategies
Missouri
$3.9M +$2.79M +4,035 +275%
RLH
1139
RD Lewis Holdings
Florida
$3.9M -$237K -342 -6%
BHC
1140
Bowen Hanes & Co
Florida
$3.89M -$370K -534 -9%
NL
1141
NWAM LLC
Washington
$3.89M +$375K +541 +11%
PFBT
1142
Parkside Financial Bank & Trust
Missouri
$3.89M -$285K -412 -7%
CIAS
1143
Capital Investment Advisory Services
North Carolina
$3.89M +$7.62K +11 +0.2%
SWM
1144
Silverlake Wealth Management
Vermont
$3.88M +$2.08K +3 +0.1%
LS
1145
Leelyn Smith
Illinois
$3.88M +$3.79M +5,470 New
ST
1146
Smithfield Trust
Pennsylvania
$3.87M – – –
GC
1147
Garde Capital
Washington
$3.87M +$227K +328 +6%
AW
1148
Alaethes Wealth
Nevada
$3.85M -$27.7K -40 -0.7%
KCM
1149
Kerusso Capital Management
North Carolina
$3.85M -$267K -386 -7%
WIC
1150
Woodmont Investment Counsel
Tennessee
$3.85M +$286K +413 +8%
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