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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1626
Atlas Private Wealth Management
New York
$344K +$335K +1,665 New
AAS
1627
Annex Advisory Services
Wisconsin
$343K +$75.1K +373 +29%
OPWM
1628
Oxinas Partners Wealth Management
Indiana
$342K +$81.3K +404 +32%
SC
1629
Schulhoff & Co
Ohio
$341K -$10.1K -50 -3%
LWM
1630
Lyell Wealth Management
California
$341K – – –
NSAM
1631
North Star Asset Management
Wisconsin
$340K -$200K -994 -38%
MWM
1632
Minot Wealth Management
Massachusetts
$337K -$1.41K -7 -0.4%
KF
1633
Krilogy Financial
Missouri
$336K -$1.7M -8,430 -84%
TWM
1634
Titus Wealth Management
California
$336K – – –
FBC
1635
Fairfield, Bush & Co
Connecticut
$335K -$1.01M -5,000 -76%
HFM
1636
Harvest Fund Management
China
$335K +$109K +539 +50%
BBNA
1637
Bremer Bank National Association
Minnesota
$334K -$99.9K -496 -23%
BCM
1638
Beddow Capital Management
Wyoming
$334K – – –
VBFG
1639
Vishria Bird Financial Group
Tennessee
$332K – – –
CA
1640
Cornerstone Advisory
Maryland
$332K +$21.9K +109 +7%
CWM
1641
C2C Wealth Management
Arizona
$332K +$323K +1,605 New
ICM
1642
IMS Capital Management
Oregon
$331K – – –
SIAG
1643
Signet Investment Advisory Group
Rhode Island
$331K – – –
LC
1644
Lindbrook Capital
California
$331K +$172K +853 +114%
PWP
1645
Pursue Wealth Partners
California
$331K +$322K +1,600 New
WA
1646
WealthTrust Axiom
Pennsylvania
$330K -$14.9K -74 -4%
LNB
1647
Ledyard National Bank
$330K -$11.7K -58 -4%
WMG
1648
WESCAP Management Group
California
$330K – – –
BWA
1649
Blodgett Wealth Advisors
California
$329K +$320K +1,590 New
RPWA
1650
Regent Peak Wealth Advisors
Georgia
$328K +$2.01K +10 +0.6%
64 65
66
67 68