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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1201
LVM Capital Management
Michigan
$247K -$59.1K -463 -18%
EAM
1202
Evanson Asset Management
California
$247K +$2.56K +20 +0.9%
BWM
1203
BigSur Wealth Management
Florida
$245K -$25.5K -200 -9%
CCM
1204
Check Capital Management
California
$245K -$7.66K -60 -3%
SXL
1205
Summit X LLC
Missouri
$245K +$43.7K +342 +19%
OCM
1206
One Capital Management
California
$244K -$33.3K -261 -11%
IIM
1207
Ironwood Investment Management
Massachusetts
$244K – – –
TIM
1208
Total Investment Management
Arizona
$244K +$4.09K +32 +2%
IFG
1209
Independent Financial Group
California
$244K +$268K +2,102 New
AW
1210
ACG Wealth
Georgia
$243K -$1.66M -12,992 -86%
HR
1211
Hayden Royal
North Carolina
$242K -$26.8K -210 -9%
SWA
1212
Stratos Wealth Advisors
Ohio
$242K -$9.58K -75 -3%
BIC
1213
Beach Investment Counsel
Pennsylvania
$242K -$8.56K -67 -3%
SFSG
1214
Stearns Financial Services Group
North Carolina
$239K +$42.3K +331 +19%
NIA
1215
Northstar Investment Advisors
Colorado
$238K – – –
LA
1216
LexAurum Advisors
Kansas
$238K +$14.6K +114 +6%
LA
1217
LVW Advisors
New York
$238K +$262K +2,051 New
SIM
1218
Stratos Investment Management
Ohio
$237K -$576K -4,512 -69%
SG
1219
StoneX Group
New York
$237K -$64K -501 -20%
IAP
1220
Indie Asset Partners
Indiana
$237K -$4.09K -32 -2%
SWP
1221
Strategic Wealth Partners
Ohio
$237K – – –
HH
1222
Hilltop Holdings
Texas
$236K +$255 +2 +0.1%
FA
1223
FCG Advisors
New Jersey
$236K +$56.2K +440 +28%
MVA
1224
Mount Vernon Associates
Maryland
$235K – – –
FC
1225
Financial Consulate
Maryland
$233K +$257K +2,012 New
47 48
49
50 51