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Caterpillar
CAT

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