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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1476
Wendell David Associates
New Hampshire
$301K +$17K +100 +6%
BCAM
1477
Boston Common Asset Management
Massachusetts
$301K +$281K +1,656 New
WQ
1478
Wealth Quarterback
New Jersey
$300K -$33.7K -199 -11%
FFC
1479
First Financial Corp
Indiana
$300K – – –
UWM
1480
Urban Wealth Management
California
$300K +$279K +1,646 New
SFG
1481
StrategIQ Financial Group
Indiana
$297K -$4.24K -25 -2%
SAF
1482
Smith Anglin Financial
Texas
$297K +$277K +1,633 New
ISWM
1483
Independent Solutions Wealth Management
New York
$295K -$3.39K -20 -1%
FFG
1484
Frisch Financial Group
New York
$294K +$1.53K +9 +0.6%
MCAI
1485
Members Capital Advisors Inc
Wisconsin
$293K -$1.7M -10,000 -86%
VBFG
1486
Vishria Bird Financial Group
Tennessee
$292K – – –
WMG
1487
WESCAP Management Group
California
$291K -$170K -1,000 -38%
CA
1488
Cullinan Associates
Kentucky
$291K – – –
HFBOT
1489
Home Federal Bank of Tennessee
Tennessee
$291K – – –
FWP
1490
FAS Wealth Partners
Kansas
$290K +$339 +2 +0.1%
IAP
1491
Indie Asset Partners
Indiana
$288K +$2.04K +12 +0.8%
PCP
1492
Proficio Capital Partners
Massachusetts
$287K +$8.14K +48 +3%
EA
1493
Eclectic Associates
California
$287K +$267K +1,575 New
JAM
1494
Jupiter Asset Management
United Kingdom
$286K -$12.5K -74 -4%
BPB
1495
Badgley, Phelps & Bell
Washington
$286K -$5.93K -35 -2%
CPSAC
1496
Chas P. Smith & Associates (CPS)
Florida
$286K – – –
CG
1497
Clarus Group
Texas
$286K +$245K +1,443 New
AW
1498
ACG Wealth
Georgia
$285K -$16.8K -99 -6%
WF
1499
WoodTrust Financial
Wisconsin
$285K +$2.37K +14 +0.9%
PWM
1500
Perigon Wealth Management
California
$285K +$11K +65 +4%
58 59
60
61 62