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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1351
Hazlett, Burt & Watson
West Virginia
$730K -$3.34K -15 -0.5%
LSA
1352
Lion Street Advisors
Texas
$730K +$133K +596 +20%
FPAS
1353
Focus Partners Advisor Solutions
Missouri
$728K +$151K +678 +30%
HA
1354
Harfst & Associates
Wyoming
$727K – – –
BST
1355
Bath Savings Trust
Maine
$726K +$132K +591 +25%
FCP
1356
Fidelis Capital Partners
Florida
$725K +$7.8K +35 +1%
FMN
1357
Financial Management Network
California
$724K +$669 +3 +0.1%
CW
1358
CIC Wealth
Maryland
$723K +$223 +1 +0%
LB
1359
Leo Brokerage
Texas
$721K +$5.13K +23 +0.8%
TYCC
1360
Texas Yale Capital Corp
Florida
$721K -$16.7K -75 -2%
SFS
1361
Stiles Financial Services
Minnesota
$720K -$15.8K -71 -2%
AMBIA
1362
Allen Mooney & Barnes Investment Advisors
Georgia
$717K +$21K +94 +3%
TBC
1363
Ted Buchan & Co
California
$713K +$105K +469 +19%
IIC
1364
Ironwood Investment Counsel
Arizona
$711K +$1.56K +7 +0.2%
KFS
1365
Kurt F. Somerville
$711K -$5.57K -25 -0.9%
CWM
1366
Cahaba Wealth Management
Georgia
$710K +$184K +824 +40%
PG
1367
Prostatis Group
Maryland
$706K -$26.1K -117 -4%
CWP
1368
Cyndeo Wealth Partners
Florida
$706K +$2.23K +10 +0.3%
MMM
1369
Mendel Money Management
Illinois
$706K +$44.1K +198 +7%
BI
1370
Ballast Inc
Kentucky
$705K – – –
APG
1371
Abacus Planning Group
South Carolina
$703K +$223 +1 +0%
CHJWM
1372
Carlton Hofferkamp & Jenks Wealth Management
Texas
$702K -$3.34K -15 -0.6%
ORAM
1373
One River Asset Management
Connecticut
$701K +$289K +1,296 +83%
MFC
1374
Mechanics Financial Corp
Ohio
$700K +$122K +545 +24%
WF
1375
Wayfinding Financial
Washington
$699K +$16.3K +73 +3%
53 54
55
56 57