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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1551
Jeppson Wealth Management
California
$297K -$16.6K -91 -5%
AAMC
1552
Asset Allocation & Management Company
Illinois
$297K – – –
ARG
1553
Advisory Resource Group
Oklahoma
$297K +$4.57K +25 +1%
BBNB
1554
Baker Boyer National Bank
Washington
$296K – – –
MIP
1555
Marietta Investment Partners
Wisconsin
$296K – – –
MA
1556
MBA Advisors
Pennsylvania
$296K – – –
DCM
1557
Dupont Capital Management
Delaware
$295K -$30.9K -169 -9%
SXL
1558
Summit X LLC
Missouri
$295K +$49.9K +273 +18%
BAM
1559
Blueshift Asset Management
New Jersey
$294K -$1.1M -6,001 -77%
SPC
1560
Stewart & Patten Company
California
$294K – – –
JSW
1561
Journey Strategic Wealth
New Jersey
$293K +$325K +1,778 New
SMH
1562
Sanders Morris Harris
Texas
$292K – – –
BWM
1563
Benchmark Wealth Management
Connecticut
$292K +$365 +2 +0.1%
RFG
1564
Range Financial Group
Oregon
$292K +$1.83K +10 +0.6%
CGA
1565
Crescent Grove Advisors
Illinois
$292K +$58.6K +321 +22%
ABLA
1566
Alan B. Lancz & Associates
Ohio
$291K – – –
LA
1567
Lakeside Advisors
Washington
$291K +$18.4K +101 +6%
MHWM
1568
Montz Harcus Wealth Management
Louisiana
$291K +$27.8K +152 +9%
KWM
1569
Kaydan Wealth Management
Michigan
$289K – – –
GCA
1570
Gradient Capital Advisors
California
$288K -$39.6K -217 -11%
TBNY
1571
Trustco Bank (New York)
New York
$288K -$36.5K -200 -10%
MGWM
1572
Marks Group Wealth Management
Minnesota
$287K -$45.1K -247 -12%
GBT
1573
Grove Bank & Trust
Florida
$287K – – –
TW
1574
TrinityPoint Wealth
Connecticut
$286K -$7.67K -42 -2%
YIA
1575
YHB Investment Advisors
Connecticut
$286K +$365 +2 +0.1%
61 62
63
64 65