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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1601
Archford Capital Strategies
Illinois
$393K -$92.9K -443 -20%
MWM
1602
Marion Wealth Management
Pennsylvania
$393K +$1.89K +9 +0.5%
PWMG
1603
Prestige Wealth Management Group
New Jersey
$393K +$13.2K +63 +4%
MA
1604
MCF Advisors
Kentucky
$391K +$368K +1,755 New
LFA
1605
Landmark Financial Advisors
Kentucky
$390K +$19.3K +92 +5%
VAM
1606
Verity Asset Management
North Carolina
$389K -$217K -1,034 -37%
PFGIA
1607
Patriot Financial Group Insurance Agency
Massachusetts
$389K -$138K -656 -27%
TTWM
1608
TCV Trust & Wealth Management
Virginia
$388K -$105K -500 -22%
SFO
1609
Stokes Family Office
Louisiana
$388K -$36.1K -172 -9%
DBT
1610
Dubuque Bank & Trust
Iowa
$388K -$28.5K -136 -7%
WFA
1611
WMG Financial Advisors
Tennessee
$388K +$364K +1,735 New
DHGWA
1612
Dixon Hughes Goodman Wealth Advisors
North Carolina
$387K +$190K +907 +109%
HCM
1613
Hutchinson Capital Management
California
$385K +$2.1K +10 +0.6%
IIC
1614
Integrated Investment Consultants
Michigan
$385K +$36.9K +176 +11%
CC
1615
Centiva Capital
New York
$383K -$1.37M -6,544 -79%
CCM
1616
Check Capital Management
California
$383K -$6.92K -33 -2%
WCM
1617
WealthBridge Capital Management
Ohio
$383K +$210 +1 +0.1%
GWANC
1618
Guardian Wealth Advisors (North Carolina)
North Carolina
$382K +$359K +1,713 New
BWM
1619
BigSur Wealth Management
Florida
$381K – – –
ARMC
1620
American Research & Management Company
Massachusetts
$380K +$1.26K +6 +0.4%
NSAM
1621
North Star Asset Management
Wisconsin
$380K +$13K +62 +4%
TSS
1622
Thomas Story & Son
Indiana
$379K -$1.76M -8,400 -83%
RSVP
1623
Ramsay Stattman Vela & Price
Colorado
$379K -$10.5K -50 -3%
TFA
1624
Trinity Financial Advisors
Ohio
$379K – – –
BCAM
1625
Boston Common Asset Management
Massachusetts
$378K -$42.4K -202 -11%
63 64
65
66 67