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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1626
Kowal Investment Group
Wisconsin
$344K +$73.3K +364 +28%
APWM
1627
Atlas Private Wealth Management
New York
$344K +$335K +1,665 New
AAS
1628
Annex Advisory Services
Wisconsin
$343K +$75.1K +373 +29%
OPWM
1629
Oxinas Partners Wealth Management
Indiana
$342K +$81.3K +404 +32%
SC
1630
Schulhoff & Co
Ohio
$341K -$10.1K -50 -3%
LWM
1631
Lyell Wealth Management
California
$341K – – –
NSAM
1632
North Star Asset Management
Wisconsin
$340K -$200K -994 -38%
MWM
1633
Minot Wealth Management
Massachusetts
$337K -$1.41K -7 -0.4%
KF
1634
Krilogy Financial
Missouri
$336K -$1.7M -8,430 -84%
TWM
1635
Titus Wealth Management
California
$336K – – –
FBC
1636
Fairfield, Bush & Co
Connecticut
$335K -$1.01M -5,000 -76%
HFM
1637
Harvest Fund Management
China
$335K +$109K +539 +50%
BBNA
1638
Bremer Bank National Association
Minnesota
$334K -$99.9K -496 -23%
BCM
1639
Beddow Capital Management
Wyoming
$334K – – –
VBFG
1640
Vishria Bird Financial Group
Tennessee
$332K – – –
CA
1641
Cornerstone Advisory
Maryland
$332K +$21.9K +109 +7%
CWM
1642
C2C Wealth Management
Arizona
$332K +$323K +1,605 New
ICM
1643
IMS Capital Management
Oregon
$331K – – –
SIAG
1644
Signet Investment Advisory Group
Rhode Island
$331K – – –
LC
1645
Lindbrook Capital
California
$331K +$172K +853 +114%
PWP
1646
Pursue Wealth Partners
California
$331K +$322K +1,600 New
WA
1647
WealthTrust Axiom
Pennsylvania
$330K -$14.9K -74 -4%
LNB
1648
Ledyard National Bank
$330K -$11.7K -58 -4%
WMG
1649
WESCAP Management Group
California
$330K – – –
BWA
1650
Blodgett Wealth Advisors
California
$329K +$320K +1,590 New
64 65
66
67 68