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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
1326
Patton Albertson Miller Group
Tennessee
$711K -$62K -285 -9%
RCM
1327
Raleigh Capital Management
North Carolina
$711K +$18.3K +84 +3%
KFS
1328
Kurt F. Somerville
$710K – – –
IIC
1329
Ironwood Investment Counsel
Arizona
$710K -$85.1K -391 -12%
HH
1330
Hilltop Holdings
Texas
$708K -$37.2K -171 -5%
CB
1331
CNB Bank
Pennsylvania
$708K – – –
CW
1332
CIC Wealth
Maryland
$708K +$643K +2,955 New
HA
1333
Harfst & Associates
Wyoming
$708K – – –
CG
1334
Corundum Group
Colorado
$705K -$22K -101 -3%
CWP
1335
Core Wealth Partners
California
$704K +$751K +3,450 New
SFG
1336
StrategIQ Financial Group
Indiana
$699K +$155K +712 +32%
CHJWM
1337
Carlton Hofferkamp & Jenks Wealth Management
Texas
$689K -$93.6K -430 -14%
FHA
1338
Flagship Harbor Advisors
Massachusetts
$689K -$16.8K -77 -3%
CWP
1339
Cyndeo Wealth Partners
Florida
$687K +$625K +2,869 New
BFM
1340
Boothbay Fund Management
New York
$685K -$655K -3,007 -51%
WP
1341
Wealthspan Partners
Iowa
$684K – – –
FB
1342
Fulton Bank
Pennsylvania
$684K -$109K -502 -15%
APG
1343
Abacus Planning Group
South Carolina
$684K +$6.97K +32 +1%
MLFP
1344
MPS Loria Financial Planners
Illinois
$683K +$653 +3 +0.1%
KP
1345
Keel Point
Alabama
$681K +$83.6K +384 +16%
CI
1346
CX Institutional
Indiana
$679K +$617K +2,836 New
WCM
1347
Windsor Capital Management
Arizona
$677K +$49K +225 +9%
NB
1348
Nicolet Bankshares
Wisconsin
$677K +$5.66K +26 +0.9%
SWM
1349
Segment Wealth Management
Texas
$677K -$69.4K -319 -10%
V
1350
VeraBank
Texas
$674K -$4.35K -20 -0.7%
52 53
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