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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1601
Summit X LLC
Missouri
$328K +$2.77K +12 +0.8%
RPWA
1602
Regent Peak Wealth Advisors
Georgia
$327K +$27.3K +118 +8%
CCM
1603
Chickasaw Capital Management
Tennessee
$326K – – –
RC
1604
RBO & Co
California
$326K – – –
TWM
1605
Titus Wealth Management
California
$326K +$5.77K +25 +2%
CA
1606
Continuum Advisory
Idaho
$326K +$35.1K +152 +11%
KPCM
1607
Kings Point Capital Management
New York
$326K +$90.8K +393 +36%
CRWM
1608
Castle Rock Wealth Management
California
$326K +$96.1K +416 +38%
AG
1609
AIA Group
Hong Kong
$325K +$369K +1,598 New
CA
1610
Cornerstone Advisory
Maryland
$324K +$693 +3 +0.2%
GPFA
1611
Game Plan Financial Advisors
Ohio
$323K -$1.16K -5 -0.3%
BDWM
1612
Brewin Dolphin Wealth Management
Ireland
$322K +$18.5K +80 +6%
PWMG
1613
Prestige Wealth Management Group
New Jersey
$322K -$12.2K -53 -3%
BB
1614
Bell Bank
North Dakota
$322K – – –
BBNB
1615
Baker Boyer National Bank
Washington
$322K +$416K +1,801 New
MIS
1616
Morningstar Investment Services
Illinois
$321K -$189K -819 -35%
MVA
1617
Mount Vernon Associates
Maryland
$321K – – –
SF
1618
Summit Financial
New Jersey
$320K +$340K +1,472 New
NFG
1619
Nadler Financial Group
Illinois
$320K – – –
MFG
1620
Magnus Financial Group
New York
$320K +$12.2K +53 +4%
CCA
1621
Childress Capital Advisors
Texas
$319K -$52.4K -227 -13%
NB
1622
Northwest Bancshares
Pennsylvania
$318K – – –
SIM
1623
Stratos Investment Management
Ohio
$318K +$16.4K +71 +5%
HWM
1624
Hohimer Wealth Management
Washington
$317K +$231 +1 +0.1%
PG
1625
Patten Group
Tennessee
$317K +$12K +52 +4%
63 64
65
66 67