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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1526
Smithfield Trust
Pennsylvania
$378K – – –
SFO
1527
Stokes Family Office
Louisiana
$378K +$19.2K +83 +5%
AW
1528
ACG Wealth
Georgia
$377K -$54.3K -235 -12%
YIA
1529
YHB Investment Advisors
Connecticut
$377K +$231 +1 +0.1%
MA
1530
MCF Advisors
Kentucky
$375K +$693 +3 +0.2%
SIA
1531
Soltis Investment Advisors
Utah
$374K +$397K +1,719 New
PWMAG
1532
Pinnacle Wealth Management Advisory Group
New Jersey
$373K +$3.69K +16 +0.9%
TWM
1533
Tradition Wealth Management
Minnesota
$373K +$65.8K +285 +20%
BWM
1534
BigSur Wealth Management
Florida
$372K – – –
HFBOT
1535
Home Federal Bank of Tennessee
Tennessee
$372K +$7.85K +34 +2%
HCM
1536
Hutchinson Capital Management
California
$372K +$9.24K +40 +2%
WA
1537
Waddell & Associates
Tennessee
$372K +$394K +1,707 New
BW
1538
Bison Wealth
Georgia
$371K -$140K -606 -26%
TFA
1539
Trinity Financial Advisors
Ohio
$370K – – –
VNA
1540
Valley National Advisers
Pennsylvania
$370K – – –
ARMC
1541
American Research & Management Company
Massachusetts
$370K +$92.4K +400 +31%
BRA
1542
Bender Robert & Associates
California
$369K – – –
SC
1543
Schulhoff & Co
Ohio
$369K – – –
SCM
1544
SevenOneSeven Capital Management
Pennsylvania
$368K +$391K +1,691 New
AWA
1545
Aaron Wealth Advisors
Illinois
$367K -$7.16K -31 -2%
WF
1546
WoodTrust Financial
Wisconsin
$367K +$28.6K +124 +8%
GAM
1547
Gould Asset Management
California
$366K -$73.9K -320 -16%
AC
1548
Addison Capital
Pennsylvania
$365K – – –
BBNA
1549
Bremer Bank National Association
Minnesota
$365K – – –
CHJWM
1550
Carlton Hofferkamp & Jenks Wealth Management
Texas
$365K +$99.3K +430 +32%
60 61
62
63 64