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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1601
Wealth Quarterback
New Jersey
$431K -$28.5K -118 -6%
FAB
1602
First American Bank
Illinois
$431K – – –
D
1603
Diversified
Delaware
$430K -$47.1K -195 -9%
FWTB
1604
First Western Trust Bank
Colorado
$430K – – –
PCP
1605
Proficio Capital Partners
Massachusetts
$430K -$6.77K -28 -1%
LFA
1606
Landmark Financial Advisors
Kentucky
$429K -$29K -120 -6%
SAF
1607
Smith Anglin Financial
Texas
$429K +$2.9K +12 +0.6%
OW
1608
Olistico Wealth
Oklahoma
$426K +$31.4K +130 +8%
AC
1609
Allstate Corporation
Illinois
$425K -$4.29M -17,732 -91%
RCA
1610
Ranch Capital Advisors
Florida
$425K -$30.2K -125 -6%
BFM
1611
Boston Financial Management
Massachusetts
$424K -$48.1K -199 -10%
RF
1612
Rollins Financial
Georgia
$423K +$114K +470 +34%
SIAP
1613
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$421K -$11.8K -49 -3%
HGWM
1614
Horst & Graben Wealth Management
Oregon
$421K +$2.18K +9 +0.5%
SIC
1615
Shoker Investment Counsel
Ohio
$421K +$2.18K +9 +0.5%
NC
1616
NovaPoint Capital
Georgia
$421K +$444K +1,838 New
MHWM
1617
Montz Harcus Wealth Management
Louisiana
$419K +$2.18K +9 +0.5%
RMAM
1618
Raab & Moskowitz Asset Management
New Jersey
$417K +$23.2K +96 +6%
NPPM
1619
North Point Portfolio Managers
Ohio
$416K -$5.32K -22 -1%
WKWM
1620
Walter & Keenan Wealth Management
Indiana
$415K – – –
JSW
1621
Journey Strategic Wealth
New Jersey
$415K -$15.2K -63 -3%
JWM
1622
Jeppson Wealth Management
California
$414K – – –
MA
1623
MBA Advisors
Pennsylvania
$413K – – –
LA
1624
Legacy Advisors
Pennsylvania
$413K +$16.7K +69 +4%
BBNB
1625
Baker Boyer National Bank
Washington
$412K – – –
63 64
65
66 67