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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1301
Archer Investment Corporation
Indiana
$701K – – –
WCWM
1302
Willow Creek Wealth Management
California
$700K – – –
SFP
1303
Sweet Financial Partners
Minnesota
$700K +$25.4K +121 +4%
GWM
1304
Gray Wealth Management
Maine
$699K +$54.7K +261 +9%
FFA
1305
Founders Financial Alliance
North Carolina
$698K +$4.61K +22 +0.7%
ECM
1306
Evergreen Capital Management
Washington
$698K +$45.3K +216 +7%
6F
1307
626 Financial
Michigan
$696K +$9.65K +46 +1%
BL
1308
Balentine LLC
Georgia
$695K +$182K +870 +39%
CWM
1309
CCG Wealth Management
California
$695K +$655K +3,121 New
TA
1310
Tiedemann Advisors
New York
$692K +$13K +62 +2%
FWTB
1311
First Western Trust Bank
Colorado
$692K +$651K +3,103 New
FHC
1312
First Heartland Consultants
Missouri
$689K +$84.3K +402 +15%
GM
1313
GeoWealth Management
Illinois
$688K +$264K +1,258 +69%
LOPW
1314
Live Oak Private Wealth
North Carolina
$687K +$26.4K +126 +4%
APG
1315
Abacus Planning Group
South Carolina
$682K +$32.1K +153 +5%
AWA
1316
Arete Wealth Advisors
Illinois
$681K +$18.7K +89 +3%
MCM
1317
Maryland Capital Management
Maryland
$680K -$49.1K -234 -7%
DI
1318
Diligent Investors
California
$679K +$26.4K +126 +4%
CA
1319
Clearstead Advisors
Ohio
$679K +$216K +1,031 +51%
KCPG
1320
Kavar Capital Partners Group
Kansas
$679K +$220K +1,050 +53%
QCG
1321
Quadrant Capital Group
Ohio
$675K +$40.5K +193 +7%
HWA
1322
HHM Wealth Advisors
Tennessee
$672K -$69.2K -330 -10%
CCG
1323
Ceeto Capital Group
Florida
$668K – – –
SACTSONJ
1324
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$668K – – –
CAMG
1325
CWA Asset Management Group
Florida
$666K +$24.7K +118 +4%
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