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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1651
Wells Trecaso Financial Group
Ohio
$244K – – –
BFA
1652
Beacon Financial Advisory
Ohio
$243K +$12.5K +60 +5%
GSC
1653
Ground Swell Capital
South Carolina
$242K +$262K +1,260 New
OLA
1654
Oliver Luxxe Assets
New Jersey
$240K -$2.41M -11,586 -90%
BIP
1655
Blueprint Investment Partners
North Carolina
$240K +$66.2K +318 +34%
OPWM
1656
Oxinas Partners Wealth Management
Indiana
$240K +$261K +1,252 New
HCM
1657
Hollencrest Capital Management
California
$239K -$9.16K -44 -3%
ECM
1658
Exchange Capital Management
Michigan
$239K – – –
BFA
1659
Beaumont Financial Advisors
Massachusetts
$238K -$2.08K -10 -0.8%
NWS
1660
Newport Wealth Strategies
California
$237K – – –
IAP
1661
Indie Asset Partners
Indiana
$237K +$20.8K +100 +9%
MHR
1662
Matthew Hamilton Rosenberg
$237K +$26K +125 +11%
RWM
1663
RKL Wealth Management
Pennsylvania
$234K -$116K -559 -31%
CCC
1664
Chelsea Counsel Company
California
$234K – – –
BA
1665
Bridgewater Advisors
New York
$234K +$2.71K +13 +1%
WF
1666
WoodTrust Financial
Wisconsin
$233K -$98.7K -474 -28%
AO
1667
Advisor OS
Illinois
$232K – – –
CTA
1668
Chesley Taft & Associates
Illinois
$232K +$10.4K +50 +4%
TA
1669
TFG Advisers
Michigan
$232K +$35.2K +169 +16%
AWM
1670
Avior Wealth Management
Nebraska
$232K +$47.1K +226 +23%
GAM
1671
Gould Asset Management
California
$231K -$98.9K -475 -28%
GP
1672
Greenline Partners
New York
$231K -$1.87K -9 -0.7%
NAM
1673
NTV Asset Management
West Virginia
$231K +$251K +1,203 New
CCP
1674
Cardan Capital Partners
Colorado
$230K – – –
OGC
1675
Oak Grove Capital
New Hampshire
$230K – – –
65 66
67
68 69